Zrc Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,742 shares of FNDE stock, worth $112,896. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,742
Previous 3,936
4.93%
Holding current value
$112,896
Previous $103 Million
0.44%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
319Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.77 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$112 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$82.1 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$79.6 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$79.1 Million0.14% of portfolio