Financial Synergies Wealth Advisors, Inc. Schwab Fundamental Emerging Mk Transaction History
Financial Synergies Wealth Advisors, Inc.
- $988 Billion
- Q3 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 7,043 shares of FNDE stock, worth $263,619. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,043
Previous 7,054
0.16%
Holding current value
$263,619
Previous $233 Million
9.37%
% of portfolio
0.03%
Previous 0.03%
Shares
22 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