Uma Financial Services, Inc. Schwab Fundamental Emerging Mk Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Uma Financial Services, Inc. holds 623 shares of FNDE stock, worth $23,318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
623
Previous 668
6.74%
Holding current value
$23,318
Previous $22,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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