Synergy Asset Management, LLC Schwab Fundamental Emerging Mk Transaction History
Synergy Asset Management, LLC
- $902 Million
- Q4 2025
A detailed history of Synergy Asset Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Synergy Asset Management, LLC holds 27,705 shares of FNDE stock, worth $1.04 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
27,705
Previous 95,669
71.04%
Holding current value
$1.04 Million
Previous $3.46 Million
70.05%
% of portfolio
0.11%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding FNDE
# of Institutions
437Shares 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