Hamilton Point Investment Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Hamilton Point Investment Advisors, LLC
- $634 Million
- Q3 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 835 shares of FNDE stock, worth $31,254. This represents 0.0% of its overall portfolio holdings.
Number of Shares
835
Previous 835
-0.0%
Holding current value
$31,254
Previous $27,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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