Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wealth Forward, LLC holds 184,823 shares of FNDE stock, worth $5.42 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
184,823
Previous 156,198 18.33%
Holding current value
$5.42 Million
Previous $4.62 Billion 29.13%
% of portfolio
4.18%
Previous 3.61%

Shares

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

Oct 28, 2024
BUY
$28.02 - $32.68 $802,072 - $935,465
28,625 Added 18.33%
184,823 $5.96 Billion
Q2 2024

Jul 19, 2024
SELL
$27.2 - $30.7 $680 - $767
-25 Reduced 0.02%
156,198 $4.62 Billion
Q1 2024

May 07, 2024
BUY
$25.58 - $27.83 $159,491 - $173,520
6,235 Added 4.16%
156,223 $4.34 Billion
Q4 2023

Feb 21, 2024
BUY
$25.33 - $27.18 $3.8 Million - $4.08 Million
149,988 New
149,988 $4.07 Billion

Others Institutions Holding FNDE

# of Institutions
338
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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