Seven Springs Wealth Group, LLC Schwab Fundamental Emerging Mk Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 303,795 shares of FNDE stock, worth $8.96 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

303,795

Previous 301,245 0.85%

Holding current value

$8.96 Million

Previous $8.91 Million 10.06%

% of portfolio

3.67%

Previous 3.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$28.02 - $32.68 $71,451 - $83,334	2,550 Added 0.85%	303,795 $9.8 Million
Q2 2024 Jul 30, 2024	BUY	$27.2 - $30.7 $25,078 - $28,305	922 Added 0.31%	301,245 $8.91 Million
Q1 2024 May 07, 2024	BUY	$25.58 - $27.83 $160,437 - $174,549	6,272 Added 2.13%	300,323 $8.34 Million
Q4 2023 Feb 07, 2024	SELL	$25.33 - $27.18 $323,185 - $346,789	-12,759 Reduced 4.16%	294,051 $7.98 Million
Q3 2023 Nov 08, 2023	BUY	$26.05 - $28.35 $1.02 Million - $1.11 Million	39,005 Added 14.56%	306,810 $8.04 Million
Q2 2023 Jul 31, 2023	BUY	$25.72 - $27.75 $412,317 - $444,860	16,031 Added 6.37%	267,805 $7.17 Million
Q1 2023 May 09, 2023	BUY	$24.92 - $27.41 $272,998 - $300,276	10,955 Added 4.55%	251,774 $6.56 Million
Q4 2022 Feb 08, 2023	BUY	$23.19 - $26.37 $216,107 - $245,742	9,319 Added 4.03%	240,819 $5.97 Million
Q3 2022 Oct 21, 2022	SELL	$23.43 - $26.69 $620,238 - $706,537	-26,472 Reduced 10.26%	231,500 $5.43 Million
Q2 2022 Jul 27, 2022	SELL	$25.56 - $29.71 $691,934 - $804,279	-27,071 Reduced 9.5%	257,972 $6.69 Million
Q1 2022 May 09, 2022	BUY	$26.69 - $33.2 $757,809 - $942,647	28,393 Added 11.06%	285,043 $8.25 Million
Q4 2021 Feb 04, 2022	BUY	$30.22 - $33.49 $685,842 - $760,055	22,695 Added 9.7%	256,650 $7.95 Million
Q3 2021 Oct 21, 2021	BUY	$30.86 - $32.92 $1.19 Million - $1.27 Million	38,697 Added 19.82%	233,955 $7.54 Million
Q2 2021 Jul 27, 2021	BUY	$30.51 - $33.34 $1.34 Million - $1.47 Million	44,033 Added 29.12%	195,258 $6.3 Million
Q1 2021 May 07, 2021	BUY	$28.31 - $31.2 $4.28 Million - $4.72 Million	151,225 New	151,225 $4.65 Million

Others Institutions Holding FNDE

# of Institutions

338

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Seven Springs Wealth Group, LLC Schwab Fundamental Emerging Mk Transaction History