Cedar Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Cedar Wealth Management, LLC

$322 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$23.37 - $25.29 $1,752 - $1,896	-75 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$19.93 - $24.85 $415,520 - $518,097	-20,849 Reduced 99.64%	75 $2,000
Q1 2020 May 01, 2020	BUY	$18.64 - $30.37 $2,236 - $3,644	120 Added 0.58%	20,924 $430,000
Q4 2019 Jan 29, 2020	BUY	$27.01 - $29.91 $255,865 - $283,337	9,473 Added 83.6%	20,804 $621,000
Q3 2019 Oct 24, 2019	BUY	$27.31 - $28.2 $115,111 - $118,863	4,215 Added 59.23%	11,331 $310,000
Q2 2019 Jul 24, 2019	BUY	N/A	2,265 Added 46.69%	7,116 $205,000
Q1 2019 Apr 25, 2019	BUY	N/A	4,643 Added 2232.21%	4,851 $135,000
Q4 2018 Jan 23, 2019	BUY	N/A	170 Added 447.37%	208 $5,000
Q3 2018 Nov 06, 2018	BUY	N/A	38 New	38 $1,000

Others Institutions Holding FNDE

# of Institutions

350

Shares Held

164M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

123M
Shares

$3.68 Billion
0.68% of portfolio
Victory Capital Management Inc

3.68M
Shares

$110 Million
0.11% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$73.7 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$63.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$56.9 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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