Fermata Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Fermata Advisors, LLC
- $360 Million
- Q4 2025
A detailed history of Fermata Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Fermata Advisors, LLC holds 107,149 shares of FNDE stock, worth $4.01 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
107,149
Previous 106,406
0.7%
Holding current value
$4.01 Million
Previous $3.85 Million
4.24%
% of portfolio
1.11%
Previous 1.12%
Shares
4 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