Waterfront Wealth Inc. Schwab Fundamental Emerging Mk Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
A detailed history of Waterfront Wealth Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Waterfront Wealth Inc. holds 9,088 shares of FNDE stock, worth $302,266. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,088
Previous 9,088
-0.0%
Holding current value
$302,266
Previous $264,000
5.68%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.05 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$107 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$77.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$67.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$58.5 Million2.57% of portfolio