Whipplewood Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 41,818 shares of FNDE stock, worth $1.42 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
41,818
Previous 10
418080.0%
Holding current value
$1.42 Million
Previous $1.31 Billion
5.37%
% of portfolio
0.76%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
412Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$85 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$76.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$75.5 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio