Shared Vision Wealth Group LLC Schwab Fundamental Emerging Mk Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 6,794 shares of FNDE stock, worth $245,671. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,794Holding current value
$245,671% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
427Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
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Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
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Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
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Bogart Wealth, LLC1.77MShares$64.1 Million2.61% of portfolio