Capital Advisors Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Capital Advisors Wealth Management, LLC
- $691 Million
- Q4 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 6,989 shares of FNDE stock, worth $261,598. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,989Holding current value
$261,598% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
437Shares 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