Kingswood Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,161 shares of FNDE stock, worth $455,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,161
Previous 12,010 1.26%
Holding current value
$455,186
Previous $396 Million 10.92%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$33.13 - $36.31 $5,002 - $5,482
151 Added 1.26%
12,161 $440 Million
Q2 2025

Jul 23, 2025
BUY
$26.66 - $33.09 $25,300 - $31,402
949 Added 8.58%
12,010 $396 Million
Q1 2025

Jul 25, 2025
SELL
$28.11 - $32.0 $26,676 - $30,368
-949 Reduced 7.9%
11,061 $341 Million
Q1 2025

Apr 21, 2025
BUY
$28.11 - $32.0 $815 - $928
29 Added 0.26%
11,061 $341 Million
Q4 2024

Jan 22, 2025
BUY
$28.89 - $33.95 $318,714 - $374,536
11,032 New
11,032 $320 Million

Others Institutions Holding FNDE

# of Institutions
434
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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