Laurel Wealth Planning LLC Schwab Fundamental Emerging Mk Transaction History
Laurel Wealth Planning LLC
- $180 Million
- Q3 2025
A detailed history of Laurel Wealth Planning LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 153,859 shares of FNDE stock, worth $5.76 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
153,859
Previous 157,414
2.26%
Holding current value
$5.76 Million
Previous $5.2 Million
7.06%
% of portfolio
3.09%
Previous 3.07%
Shares
3 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