West Branch Capital LLC Schwab Fundamental Emerging Mk Transaction History
West Branch Capital LLC
- $363 Million
- Q3 2025
A detailed history of West Branch Capital LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, West Branch Capital LLC holds 185 shares of FNDE stock, worth $6,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
185
Previous 185
-0.0%
Holding current value
$6,924
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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