Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History
Wealth Forward, LLC
- $127 Billion
- Q1 2024
A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wealth Forward, LLC holds 156,223 shares of FNDE stock, worth $4.71 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
156,223
Previous 149,988
4.16%
Holding current value
$4.71 Million
Previous $4.07 Billion
6.54%
% of portfolio
3.41%
Previous 3.44%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
319Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.77 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$112 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$82.1 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$79.6 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$79.1 Million0.14% of portfolio