Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History
Wealth Forward, LLC
- $142 Billion
- Q4 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 189,650 shares of FNDE stock, worth $5.55 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
189,650
Previous 184,823
2.61%
Holding current value
$5.55 Million
Previous $5.96 Billion
7.63%
% of portfolio
3.89%
Previous 4.18%
Shares
5 transactions
Others Institutions Holding FNDE
# of Institutions
342Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA124MShares$3.62 Billion0.78% of portfolio
-
Victory Capital Management Inc3.7MShares$108 Million0.12% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$72.4 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$62 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$55.9 Million0.01% of portfolio