Balanced Wealth Group LLC Schwab Fundamental Emerging Mk Transaction History
Balanced Wealth Group LLC
- $273 Billion
- Q4 2025
A detailed history of Balanced Wealth Group LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Balanced Wealth Group LLC holds 292,548 shares of FNDE stock, worth $11 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
292,548Holding current value
$11 Million% of portfolio
3.89%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
433Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.56 Billion0.73% of portfolio
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Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
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Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
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Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio