Sagace Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 2025
A detailed history of Sagace Wealth Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Sagace Wealth Management LLC holds 64,333 shares of FNDE stock, worth $1.94 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
64,333
Previous 61,244
5.04%
Holding current value
$1.94 Million
Previous $1.78 Billion
11.37%
% of portfolio
1.5%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
382Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA123MShares$3.72 Billion0.68% of portfolio
-
Victory Capital Management Inc3.21MShares$96.7 Million0.11% of portfolio
-
1832 Asset Management L.P. Toronto, A62.48MShares$74.6 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$63.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.92MShares$57.8 Million0.0% of portfolio