Transform Wealth, LLC Schwab Fundamental Emerging Mk Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$25.72 - $27.75 $14,660 - $15,817	-570 Reduced 6.48%	8,229 $220,000
Q1 2023 Apr 14, 2023	BUY	$24.92 - $27.41 $219,271 - $241,180	8,799 New	8,799 $229,000

Others Institutions Holding FNDE

# of Institutions

338

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.61 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$108 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$72.1 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$61.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$55.7 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

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