Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 12,216 shares of FNDE stock, worth $388,713. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,216
Previous 12,294
0.63%
Holding current value
$388,713
Previous $363,000
8.54%
% of portfolio
0.15%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding FNDE
# of Institutions
335Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA125MShares$3.97 Billion0.71% of portfolio
-
Victory Capital Management Inc3.7MShares$118 Million0.11% of portfolio
-
1832 Asset Management L.P. Toronto, A62.36MShares$75.2 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.02MShares$64.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.96MShares$62.5 Million0.01% of portfolio