San Luis Wealth Advisors LLC Schwab Fundamental Emerging Mk Transaction History

San Luis Wealth Advisors LLC

$528 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$25.56 - $29.71 $13,342 - $15,508	-522 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$26.69 - $33.2 $13,932 - $17,330	522 New	522 $16,000

Others Institutions Holding FNDE

# of Institutions

375

Shares Held

164M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

123M
Shares

$3.86 Billion
0.68% of portfolio
Victory Capital Management Inc

3.68M
Shares

$115 Million
0.11% of portfolio
1832 Asset Management L.P. Toronto, A6

2.48M
Shares

$77.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$66.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.92M
Shares

$60 Million
0.0% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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