Simplicity Wealth,Llc Schwab Fundamental Emerging Mk Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Simplicity Wealth,Llc holds 124,772 shares of FNDE stock, worth $4.67 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
124,772
Previous 133,206
6.33%
Holding current value
$4.67 Million
Previous $4.4 Million
2.59%
% of portfolio
0.28%
Previous 0.19%
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