Congress Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Congress Wealth Management LLC holds 55,282 shares of FNDE stock, worth $2.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
55,282
Previous 57,121 3.22%
Holding current value
$2.07 Million
Previous $1.76 Million 3.7%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$26.66 - $33.09 $49,027 - $60,852
-1,839 Reduced 3.22%
55,282 $1.82 Million
Q1 2025

May 14, 2025
BUY
$28.11 - $32.0 $1.61 Million - $1.83 Million
57,121 New
57,121 $1.76 Million

Others Institutions Holding FNDE

# of Institutions
434
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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