Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History
Tempus Wealth Planning, LLC
- $360 Million
- Q2 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 13,960 shares of FNDE stock, worth $475,198. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,960
Previous 13,044
7.02%
Holding current value
$475,198
Previous $401,000
14.71%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding FNDE
# of Institutions
412Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.14 Billion0.72% 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