Cassady Schiller Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 9 shares of FNDE stock, worth $336. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9Holding current value
$336% of portfolio
0.0%Shares
2 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
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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