Wealth Care Investment Partners, LLC Schwab Fundamental Emerging Mk Transaction History
Wealth Care Investment Partners, LLC
- $289 Million
- Q3 2025
A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 68,544 shares of FNDE stock, worth $2.57 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
68,544
Previous 43,555
57.37%
Holding current value
$2.57 Million
Previous $1.44 Million
72.44%
% of portfolio
0.86%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
435Shares 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