Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 15,513 shares of FNDE stock, worth $580,651. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,513
Previous 15,149
2.4%
Holding current value
$580,651
Previous $547,000
6.03%
% of portfolio
0.15%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding FNDE
# of Institutions
434Shares 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