Waterfront Wealth Inc. Schwab Fundamental Emerging Mk Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Waterfront Wealth Inc. holds 9,088 shares of FNDE stock, worth $340,163. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,088
Previous 9,088
-0.0%
Holding current value
$340,163
Previous $299,000
9.7%
% of portfolio
0.07%
Previous 0.07%
Shares
5 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