Sequoia Financial Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 13,996 shares of FNDE stock, worth $405,324. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,996
Previous 8,520
64.27%
Holding current value
$405,324
Previous $251,000
79.68%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
344Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA124MShares$3.59 Billion0.78% of portfolio
-
Victory Capital Management Inc3.7MShares$107 Million0.12% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$71.6 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$61.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$55.3 Million0.01% of portfolio