W.G. Shaheen & Associates Dba Whitney & CO Schwab Fundamental Emerging Mk Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$823 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	N/A	-826 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	508 Added 159.75%	826 $23,000
Q1 2018 May 11, 2018	BUY	N/A	318 New	318 $10,000

Others Institutions Holding FNDE

# of Institutions

319

Shares Held

165M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

125M
Shares

$3.77 Billion
4.76% of portfolio
Victory Capital Management Inc

3.73M
Shares

$112 Million
0.11% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.72M
Shares

$82.1 Million
5.36% of portfolio
Unison Advisors LLC

2.64M
Shares

$79.6 Million
7.24% of portfolio
1832 Asset Management L.P. Toronto, A6

2.62M
Shares

$79.1 Million
0.14% of portfolio

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About SCHWAB FUNDAMENTAL EMERGING MK

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