Concentric Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 42,714 shares of FNDF stock, worth $1.42 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
42,714
Previous 7,685 455.81%
Holding current value
$1.42 Million
Previous $269,000 493.31%
% of portfolio
0.34%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$33.67 - $37.71 $1.18 Million - $1.32 Million
35,029 Added 455.81%
42,714 $1.6 Million
Q2 2024

Aug 13, 2024
BUY
$34.19 - $36.51 $23,762 - $25,374
695 Added 9.94%
7,685 $269,000
Q1 2024

May 08, 2024
BUY
$32.59 - $35.65 $227,804 - $249,193
6,990 New
6,990 $248,000

Others Institutions Holding FNDF

# of Institutions
591
Shares Held
289M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email