Beacon Pointe Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 36,188 shares of FNDE stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,188
Previous 38,547 6.12%
Holding current value
$1.1 Million
Previous $1.24 Million 15.45%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$28.89 - $33.95 $68,151 - $80,088
-2,359 Reduced 6.12%
36,188 $1.05 Million
Q3 2024

Nov 14, 2024
BUY
$28.02 - $32.68 $143,462 - $167,321
5,120 Added 15.32%
38,547 $1.24 Million
Q2 2024

Aug 12, 2024
SELL
$27.2 - $30.7 $17,435 - $19,678
-641 Reduced 1.88%
33,427 $988,000
Q1 2024

May 14, 2024
SELL
$25.58 - $27.83 $70,524 - $76,727
-2,757 Reduced 7.49%
34,068 $945,000
Q4 2023

Feb 08, 2024
BUY
$25.33 - $27.18 $234,251 - $251,360
9,248 Added 33.54%
36,825 $999,000
Q3 2023

Nov 14, 2023
BUY
$26.05 - $28.35 $260,083 - $283,046
9,984 Added 56.75%
27,577 $723,000
Q2 2023

Aug 11, 2023
SELL
$25.72 - $27.75 $25,514 - $27,528
-992 Reduced 5.34%
17,593 $470,000
Q1 2023

May 12, 2023
BUY
$24.92 - $27.41 $463,138 - $509,414
18,585 New
18,585 $484,000
Q3 2022

Nov 09, 2022
SELL
$23.43 - $26.69 $22,867 - $26,049
-976 Reduced 9.25%
9,573 $226,000
Q2 2022

Aug 11, 2022
SELL
$25.56 - $29.71 $11,629 - $13,518
-455 Reduced 4.13%
10,549 $272,000
Q1 2022

May 17, 2022
BUY
$26.69 - $33.2 $53,193 - $66,167
1,993 Added 22.12%
11,004 $319,000
Q4 2021

Feb 14, 2022
BUY
$30.22 - $33.49 $33,634 - $37,274
1,113 Added 14.09%
9,011 $279,000
Q3 2021

Nov 15, 2021
SELL
$30.86 - $32.92 $14,349 - $15,307
-465 Reduced 5.56%
7,898 $255,000
Q2 2021

Aug 17, 2021
BUY
$30.51 - $33.34 $42,652 - $46,609
1,398 Added 20.07%
8,363 $270,000
Q1 2021

May 18, 2021
SELL
$28.31 - $31.2 $19,817 - $21,840
-700 Reduced 9.13%
6,965 $213,000
Q4 2020

Feb 12, 2021
BUY
$23.48 - $28.35 $179,974 - $217,302
7,665 New
7,665 $217,000

Others Institutions Holding FNDE

# of Institutions
373
Shares Held
164M
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 Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email