West Branch Capital LLC Schwab Fundamental Emerging Mk Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

A detailed history of West Branch Capital LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, West Branch Capital LLC holds 185 shares of FNDE stock, worth $5,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

185

Holding current value

$5,638

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$28.02 - $32.68 $5,183 - $6,045	185 New	185 $5,000

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.78 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$113 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$75.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$64.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$58.2 Million
0.01% of portfolio

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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West Branch Capital LLC Schwab Fundamental Emerging Mk Transaction History