Venturi Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,755 shares of FNDE stock, worth $81,740. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,755
Previous 2,755
-0.0%
Holding current value
$81,740
Previous $88,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
351Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA123MShares$3.66 Billion0.68% of portfolio
-
Victory Capital Management Inc3.68MShares$109 Million0.11% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$73.4 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$62.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$56.7 Million0.01% of portfolio