Simplicity Wealth,Llc Schwab Fundamental Emerging Mk Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Simplicity Wealth,Llc holds 133,206 shares of FNDE stock, worth $4.53 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
133,206
Previous 6,701
1887.85%
Holding current value
$4.53 Million
Previous $206,000
2034.47%
% of portfolio
0.19%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
413Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
-
Victory Capital Management Inc3.21MShares$109 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.7 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio