Strata Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Strata Wealth Advisors, LLC
- $379 Billion
- Q3 2025
A detailed history of Strata Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 9,508 shares of FNDE stock, worth $355,884. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,508
Previous 9,508
-0.0%
Holding current value
$355,884
Previous $314 Million
9.54%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
435Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.56 Billion0.73% of portfolio
-
Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
-
Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio