Von Berge Wealth Management Group, LLC Schwab Fundamental Emerging Mk Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 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 16,752 shares of FNDE stock, worth $494,854. This represents 0.32% of its overall portfolio holdings.
Number of Shares
16,752
Previous 16,212
3.33%
Holding current value
$494,854
Previous $450,000
10.0%
% of portfolio
0.32%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
333Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA125MShares$3.68 Billion0.71% of portfolio
-
Victory Capital Management Inc3.7MShares$109 Million0.11% of portfolio
-
1832 Asset Management L.P. Toronto, A62.36MShares$69.8 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.02MShares$59.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.96MShares$58 Million0.01% of portfolio