Wealth Forward, LLC Schwab Fundamental Emerging Mk Call Options Transaction History

Wealth Forward, LLC

$127 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDE

# of Institutions

317

Shares Held

165M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

125M
Shares

$3.79 Billion
4.76% of portfolio
Victory Capital Management Inc

3.73M
Shares

$113 Million
0.11% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.72M
Shares

$82.5 Million
5.36% of portfolio
Unison Advisors LLC

2.64M
Shares

$80 Million
7.24% of portfolio
1832 Asset Management L.P. Toronto, A6

2.62M
Shares

$79.5 Million
0.14% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.