Von Berge Wealth Management Group, LLC Schwab Fundamental Emerging Mk Transaction History
Von Berge Wealth Management Group, LLC
- $192 Million
- Q3 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 19,033 shares of FNDE stock, worth $554,621. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,033
Previous 16,752
13.62%
Holding current value
$554,621
Previous $495,000
24.04%
% of portfolio
0.32%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
338Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA124MShares$3.61 Billion0.78% of portfolio
-
Victory Capital Management Inc3.7MShares$108 Million0.12% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$72.1 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$61.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$55.7 Million0.01% of portfolio