Almanack Investment Partners, Llc. Schwab Fundamental U S Broad M Transaction History

Almanack Investment Partners, Llc.

$612 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$47.13 - $56.11 $8,059 - $9,594	171 New	171 $8,000
Q4 2020 Feb 03, 2021	SELL	$37.44 - $44.9 $378,031 - $453,355	-10,097 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$35.75 - $40.71 $997,568 - $1.14 Million	-27,904 Reduced 73.43%	10,097 $422,000
Q2 2020 Aug 10, 2020	SELL	$29.23 - $39.53 $941,381 - $1.27 Million	-32,206 Reduced 45.87%	38,001 $1.38 Million
Q1 2020 May 13, 2020	BUY	$26.6 - $43.02 $643,693 - $1.04 Million	24,199 Added 52.6%	70,207 $2.16 Million
Q4 2019 Feb 10, 2020	BUY	$37.81 - $42.27 $601,632 - $672,600	15,912 Added 52.87%	46,008 $1.94 Million
Q3 2019 Nov 08, 2019	BUY	$38.93 - $39.77 $669,012 - $683,447	17,185 Added 133.1%	30,096 $1.18 Million
Q2 2019 Jul 31, 2019	BUY	N/A	621 Added 5.05%	12,911 $0
Q1 2019 May 15, 2019	BUY	N/A	12,290 New	12,290 $462,000

Others Institutions Holding FNDB

# of Institutions

140

Shares Held

3.93M

Call Options Held

0

Put Options Held

0

About SCHWAB FUNDAMENTAL U S BROAD M

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