Zrc Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Zrc Wealth Management, LLC
- $278 Billion
- Q3 2025
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,625 shares of FNDE stock, worth $135,683. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,625
Previous 3,625
-0.0%
Holding current value
$135,683
Previous $120 Million
9.15%
% of portfolio
0.05%
Previous 0.05%
Shares
9 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