Perigon Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 35,605 shares of FNDE stock, worth $1.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,605
Previous 9,313 282.32%
Holding current value
$1.33 Million
Previous $307,000 319.22%
% of portfolio
0.03%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$33.13 - $36.31 $871,053 - $954,662
26,292 Added 282.32%
35,605 $1.29 Million
Q2 2025

Jul 15, 2025
BUY
$26.66 - $33.09 $248,284 - $308,167
9,313 New
9,313 $307,000
Q1 2021

May 17, 2021
SELL
$28.31 - $31.2 $150,892 - $166,296
-5,330 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$23.48 - $28.35 $125,148 - $151,105
5,330 New
5,330 $151,000
Q2 2018

Aug 07, 2018
SELL
N/A
-350 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-200 Reduced 36.36%
350 $11,000
Q2 2017

Sep 12, 2017
BUY
N/A
550
550 $15,000

Others Institutions Holding FNDE

# of Institutions
434
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

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