Warren Averett Asset Management, LLC Schwab Fundamental Emerging Mk Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 87,413 shares of FNDE stock, worth $2.75 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
87,413
Previous 83,014
5.3%
Holding current value
$2.75 Million
Previous $2.41 Million
11.65%
% of portfolio
0.03%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.82 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio