Atria Wealth Solutions, Inc. Schwab Fundamental Intl Large Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 35,901 shares of FNDF stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,901

Previous 22,596 58.88%

Holding current value

$1.4 Million

Previous $750,000 72.93%

% of portfolio

0.02%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$32.9 - $37.45 $437,734 - $498,272	13,305 Added 58.88%	35,901 $1.3 Million
Q4 2024 Jan 31, 2025	BUY	$32.92 - $37.15 $24,327 - $27,453	739 Added 3.38%	22,596 $750,000
Q3 2024 Nov 08, 2024	BUY	$33.67 - $37.71 $502,053 - $562,293	14,911 Added 214.67%	21,857 $816,000
Q2 2024 Jul 22, 2024	BUY	$34.19 - $36.51 $18,667 - $19,934	546 Added 8.53%	6,946 $243,000
Q1 2024 May 13, 2024	SELL	$32.59 - $35.65 $1,010 - $1,105	-31 Reduced 0.48%	6,400 $227,000
Q4 2023 Feb 02, 2024	BUY	$30.23 - $33.77 $272 - $303	9 Added 0.14%	6,431 $216,000
Q3 2023 Nov 08, 2023	SELL	$31.51 - $33.54 $99,224 - $105,617	-3,149 Reduced 32.9%	6,422 $203,000
Q2 2023 Aug 03, 2023	SELL	$30.91 - $33.09 $553,289 - $592,311	-17,900 Reduced 65.16%	9,571 $309,000
Q1 2023 Aug 22, 2023	BUY	$29.24 - $31.97 $412,664 - $451,192	14,113 Added 147.46%	23,684 $740,000
Q1 2023 Jun 14, 2023	BUY	$29.24 - $31.97 $110,731 - $121,070	3,787 Added 15.99%	27,471 $859,000
Q1 2023 May 10, 2023	SELL	$29.24 - $31.97 $342,897 - $374,912	-11,727 Reduced 33.12%	23,684 $740,000
Q4 2022 Aug 30, 2023	BUY	$25.2 - $30.35 $451,080 - $543,265	17,900 Added 187.02%	27,471 $798,000
Q4 2022 Feb 13, 2023	BUY	$25.2 - $30.35 $389,768 - $469,423	15,467 Added 77.55%	35,411 $1.03 Million
Q3 2022 Feb 13, 2023	SELL	$25.15 - $29.74 $336,733 - $398,188	-13,389 Reduced 40.17%	19,944 $0
Q3 2022 Nov 14, 2022	BUY	$25.15 - $29.74 $275,820 - $326,158	10,967 Added 49.03%	33,333 $882,000
Q2 2022 Aug 15, 2022	BUY	$28.1 - $32.52 $124,567 - $144,161	4,433 Added 24.72%	22,366 $633,000
Q1 2022 May 16, 2022	BUY	$29.7 - $34.12 $532,610 - $611,873	17,933 New	17,933 $578,000

Others Institutions Holding FNDF

# of Institutions

661

Shares Held

296M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Schwab Fundamental Intl Large Transaction History