Tumwater Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Tumwater Wealth Management, LLC
- $215 Billion
- Q2 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 15,233 shares of FNDE stock, worth $518,531. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,233
Previous 15,233
-0.0%
Holding current value
$518,531
Previous $469 Million
7.18%
% of portfolio
0.23%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
414Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% 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