Whipplewood Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 41,521 shares of FNDE stock, worth $1.55 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
41,521
Previous 41,818
0.71%
Holding current value
$1.55 Million
Previous $1.38 Billion
8.76%
% of portfolio
0.99%
Previous 0.76%
Shares
4 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