Twin Peaks Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 131 shares of FNDE stock, worth $4,757. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131Holding current value
$4,757% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
413Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.37 Billion0.71% of portfolio
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Morgan Stanley New York, NY2.5MShares$90.7 Million0.01% of portfolio
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Victory Capital Management Inc2.24MShares$81.2 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC2.22MShares$80.5 Million0.01% of portfolio
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Bogart Wealth, LLC1.78MShares$64.7 Million2.53% of portfolio