Ae Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,336 shares of FNDE stock, worth $87,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,336
Previous 2,038
14.62%
Holding current value
$87,436
Previous $67,000
25.37%
% of portfolio
0.0%
Previous 0.0%
Shares
14 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