Occidental Asset Management, LLC Schwab Fundamental Emerging Mk Transaction History
Occidental Asset Management, LLC
- $818 Million
- Q4 2025
A detailed history of Occidental Asset Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Occidental Asset Management, LLC holds 49,643 shares of FNDE stock, worth $1.86 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
49,643
Previous 49,841
0.4%
Holding current value
$1.86 Million
Previous $1.8 Million
3.11%
% of portfolio
0.23%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding FNDE
# of Institutions
433Shares 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