Ci Private Wealth, LLC Schwab Fundamental U S Broad M Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Ci Private Wealth, LLC holds 44,145 shares of FNDB stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

44,145

Previous 14,717 199.96%

Holding current value

$1.06 Million

Previous $1.04 Million 0.87%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$23.07 - $70.32 $678,903 - $2.07 Million	29,428 Added 199.96%	44,145 $1.03 Million
Q3 2024 Nov 12, 2024	BUY	$64.17 - $70.37 $231,910 - $254,317	3,614 Added 32.55%	14,717 $1.04 Million
Q4 2023 Feb 09, 2024	SELL	$52.56 - $61.29 $49,879 - $58,164	-949 Reduced 7.87%	11,103 $678,000
Q3 2023 Nov 03, 2023	SELL	$54.9 - $58.95 $933 - $1,002	-17 Reduced 0.14%	12,052 $663,000
Q2 2023 Aug 10, 2023	BUY	$52.94 - $56.74 $52 - $56	1 Added 0.01%	12,069 $684,000
Q4 2022 Feb 15, 2023	BUY	$47.77 - $55.73 $576,488 - $672,549	12,068 New	12,068 $635,000

Others Institutions Holding FNDB

# of Institutions

146

Shares Held

9.96M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Schwab Fundamental U S Broad M Transaction History