Summit Financial, LLC Schwab Fundamental Emerging Mk Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Summit Financial, LLC holds 43,051 shares of FNDE stock, worth $1.61 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
43,051
Previous 23,922
79.96%
Holding current value
$1.61 Million
Previous $789,000
97.21%
% of portfolio
0.03%
Previous 0.02%
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