Modern Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Modern Wealth Management, LLC holds 45,872 shares of FNDE stock, worth $1.72 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
45,872
Previous 47,318
3.06%
Holding current value
$1.72 Million
Previous $1.56 Million
106160.99%
% of portfolio
0.03%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDE
# of Institutions
434Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.56 Billion0.73% of portfolio
-
Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
-
Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio