Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History
Tempus Wealth Planning, LLC
- $205 Million
- Q1 2024
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 12,114 shares of FNDE stock, worth $365,479. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,114
Previous 11,481
5.51%
Holding current value
$365,479
Previous $311,000
8.04%
% of portfolio
0.16%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding FNDE
# of Institutions
319Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.77 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$112 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$82.1 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$79.6 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$79.1 Million0.14% of portfolio