Western Pacific Wealth Management, LP Schwab Fundamental Emerging Mk Transaction History
Western Pacific Wealth Management, LP
- $137 Million
- Q1 2024
A detailed history of Western Pacific Wealth Management, LP transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 115 shares of FNDE stock, worth $3,422. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115Holding current value
$3,422% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
318Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.72 Billion4.76% of portfolio
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Victory Capital Management Inc3.73MShares$111 Million0.11% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$81 Million5.36% of portfolio
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Unison Advisors LLC2.64MShares$78.5 Million7.24% of portfolio
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1832 Asset Management L.P. Toronto, A62.62MShares$78 Million0.14% of portfolio