Archvest Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 29,299 shares of FNDF stock, worth $973,019. This represents 0.66% of its overall portfolio holdings.

Number of Shares

29,299

Previous 29,271 0.1%

Holding current value

$973,019

Previous $1.03 Million 6.73%

% of portfolio

0.66%

Previous 0.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$33.67 - $37.71 $942 - $1,055	28 Added 0.1%	29,299 $1.09 Million
Q2 2024 Aug 12, 2024	BUY	$34.19 - $36.51 $59,729 - $63,782	1,747 Added 6.35%	29,271 $1.03 Million
Q1 2024 Apr 29, 2024	BUY	$32.59 - $35.65 $15,578 - $17,040	478 Added 1.77%	27,524 $980,000
Q4 2023 Jan 16, 2024	BUY	$30.23 - $33.77 $351,877 - $393,082	11,640 Added 75.55%	27,046 $912,000
Q2 2023 Jul 17, 2023	BUY	$30.91 - $33.09 $77,367 - $82,824	2,503 Added 19.4%	15,406 $497,000
Q1 2023 May 02, 2023	SELL	$29.24 - $31.97 $136,697 - $149,459	-4,675 Reduced 26.6%	12,903 $403,000
Q3 2022 Nov 09, 2022	BUY	$25.15 - $29.74 $224,438 - $265,399	8,924 Added 103.12%	17,578 $442,000
Q1 2022 May 03, 2022	BUY	$29.7 - $34.12 $6,355 - $7,301	214 Added 2.54%	8,654 $279,000
Q4 2021 Feb 14, 2022	BUY	$31.55 - $34.05 $266,282 - $287,382	8,440 New	8,440 $274,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Archvest Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History