New England Private Wealth Advisors LLC Schwab Fundamental Emerging Mk Transaction History
New England Private Wealth Advisors LLC
- $727 Million
- Q3 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 7,128 shares of FNDE stock, worth $266,801. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,128
Previous 7,128
-0.0%
Holding current value
$266,801
Previous $235,000
9.36%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
435Shares 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