Westover Capital Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Westover Capital Advisors, LLC
- $522 Million
- Q3 2025
A detailed history of Westover Capital Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 148,160 shares of FNDE stock, worth $5.55 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
148,160
Previous 140,391
5.53%
Holding current value
$5.55 Million
Previous $4.63 Million
15.6%
% of portfolio
1.03%
Previous 0.96%
Shares
3 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