Wr Wealth Planners, LLC Schwab Fundamental Intl Large Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 11,382 shares of FNDF stock, worth $417,036. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,382

Previous 11,382 -0.0%

Holding current value

$417,036

Previous $425,000 11.29%

% of portfolio

0.13%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$33.67 - $37.71 $23,602 - $26,434	-701 Reduced 5.8%	11,382 $425,000
Q2 2024 Jul 31, 2024	SELL	$34.19 - $36.51 $25,061 - $26,761	-733 Reduced 5.72%	12,083 $423,000
Q1 2024 Jul 31, 2024	SELL	$32.59 - $35.65 $27,245 - $29,803	-836 Reduced 6.12%	12,816 $456,000
Q4 2023 Jul 30, 2024	BUY	$30.23 - $33.77 $412,699 - $461,028	13,652 New	13,652 $460,000
Q3 2023 Aug 01, 2024	BUY	$31.51 - $33.54 $19,378 - $20,627	615 Added 4.69%	13,734 $435 Million
Q2 2023 Aug 01, 2024	BUY	$30.91 - $33.09 $32,022 - $34,281	1,036 Added 8.57%	13,119 $424 Million
Q1 2023 Aug 01, 2024	SELL	$29.24 - $31.97 $289,739 - $316,790	-9,909 Reduced 82.01%	2,174 $68 Million

Others Institutions Holding FNDF

# of Institutions

635

Shares Held

307M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Schwab Fundamental Intl Large Transaction History