Sagace Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
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 60,286 shares of FNDE stock, worth $1.84 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
60,286
Previous 49,213
22.5%
Holding current value
$1.84 Million
Previous $1.46 Billion
33.89%
% of portfolio
1.51%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
337Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA124MShares$3.79 Billion0.78% of portfolio
-
Victory Capital Management Inc3.7MShares$113 Million0.12% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$75.7 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$64.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$58.5 Million0.01% of portfolio