Wfa Of San Diego, LLC Schwab Fundamental Emerging Mk Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 123 shares of FNDE stock, worth $4,447. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123
Previous 123
-0.0%
Holding current value
$4,447
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
427Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.77MShares$64.1 Million2.61% of portfolio