Clearview Wealth Advisors LLC Schwab Fundamental Emerging Mk Transaction History
Clearview Wealth Advisors LLC
- $150 Million
- Q3 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 12,947 shares of FNDE stock, worth $484,606. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,947
Previous 12,337
4.94%
Holding current value
$484,606
Previous $407,000
14.99%
% of portfolio
0.31%
Previous 0.29%
Shares
6 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