Avantax Planning Partners, Inc. Schwab Fundamental Emerging Mk Transaction History

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,682 shares of FNDE stock, worth $201,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,682
Holding current value
$201,128
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$28.11 - $32.0 $187,831 - $213,824
6,682 New
6,682 $205,000
Q3 2024

Nov 13, 2024
BUY
$28.02 - $32.68 $184,175 - $214,805
6,573 New
6,573 $212,000
Q4 2018

Feb 14, 2019
SELL
N/A
-588 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
588 New
588 $17,000
Q2 2018

Aug 13, 2018
SELL
N/A
-88 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
88 New
88 $3,000

Others Institutions Holding FNDE

# of Institutions
381
Shares Held
165M
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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email