Perigon Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 15,258 shares of FNDB stock, worth $366,344. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,258
Previous 5,086 200.0%
Holding current value
$366,344
Previous $357,000 0.84%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$23.07 - $70.32 $234,668 - $715,295
10,172 Added 200.0%
15,258 $354,000
Q2 2024

Aug 02, 2024
SELL
$62.66 - $66.26 $139,857 - $147,892
-2,232 Reduced 30.5%
5,086 $333,000
Q4 2023

Jan 29, 2024
BUY
$52.56 - $61.29 $384,634 - $448,520
7,318 New
7,318 $447,000
Q1 2021

May 17, 2021
SELL
$44.29 - $52.19 $48,497 - $57,148
-1,095 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$37.44 - $44.9 $40,996 - $49,165
1,095 New
1,095 $49,000
Q2 2018

Aug 07, 2018
SELL
N/A
-1,095 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-300 Reduced 21.51%
1,095 $40,000
Q2 2017

Sep 12, 2017
BUY
N/A
1,395
1,395 $47,000

Others Institutions Holding FNDB

# of Institutions
145
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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