Roger Wittlin Investment Advisory, LLC Schwab Fundamental Intl Large Transaction History

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 23,033 shares of FNDF stock, worth $764,925. This represents 0.5% of its overall portfolio holdings.

Number of Shares
23,033
Previous 22,852 0.79%
Holding current value
$764,925
Previous $800,000 7.5%
% of portfolio
0.5%
Previous 0.52%

Shares

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

Nov 08, 2024
BUY
$33.67 - $37.71 $6,094 - $6,825
181 Added 0.79%
23,033 $860,000
Q2 2024

Jul 25, 2024
BUY
$34.19 - $36.51 $1,948 - $2,081
57 Added 0.25%
22,852 $800,000
Q1 2024

May 02, 2024
BUY
$32.59 - $35.65 $742,889 - $812,641
22,795 New
22,795 $811,000

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 Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email