Jfs Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 192 shares of FNDE stock, worth $5,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares

192

Previous 184 4.35%

Holding current value

$5,677

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$28.89 - $33.95 $231 - $271	8 Added 4.35%	192 $5,000
Q3 2024 Oct 25, 2024	BUY	$28.02 - $32.68 $28 - $32	1 Added 0.55%	184 $5,000
Q4 2023 Feb 07, 2024	BUY	$25.33 - $27.18 $177 - $190	7 Added 3.98%	183 $4,000
Q2 2023 Aug 07, 2023	BUY	$25.72 - $27.75 $51 - $55	2 Added 1.15%	176 $4,000
Q4 2022 Feb 13, 2023	BUY	$23.19 - $26.37 $162 - $184	7 Added 4.19%	174 $4,000
Q2 2022 Aug 02, 2022	BUY	$25.56 - $29.71 $51 - $59	2 Added 1.21%	167 $4,000
Q1 2022 May 02, 2022	BUY	$26.69 - $33.2 $4,403 - $5,478	165 New	165 $5,000
Q3 2019 Oct 31, 2019	SELL	$27.31 - $28.2 $2,840 - $2,932	-104 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-95 Reduced 47.74%	104 $3,000
Q1 2019 Apr 23, 2019	BUY	N/A	199 New	199 $6,000

Others Institutions Holding FNDE

# of Institutions

344

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History