Phillips Financial Management, LLC Schwab Fundamental Emerging Mk Transaction History
Phillips Financial Management, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Phillips Financial Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Phillips Financial Management, LLC holds 745 shares of FNDE stock, worth $27,885. This represents 0.0% of its overall portfolio holdings.
Number of Shares
745Holding current value
$27,885% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
436Shares 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
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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