Mark Sheptoff Financial Planning, LLC Schwab Fundamental Emerging Mk Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 254 shares of FNDE stock, worth $9,507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254Holding current value
$9,507% of portfolio
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
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Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
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Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
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Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio