Brio Consultants, LLC Schwab Fundamental Emerging Mk Transaction History

Brio Consultants, LLC

  • $636 Million
  • Q4 2024

A detailed history of Brio Consultants, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Brio Consultants, LLC holds 19,887 shares of FNDE stock, worth $585,672. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,887
Previous 15,221 30.66%
Holding current value
$585,672
Previous $491,000 17.52%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jan 24, 2025
BUY
$28.89 - $33.95 $134,800 - $158,410
4,666 Added 30.66%
19,887 $577,000
Q3 2024

Oct 18, 2024
SELL
$28.02 - $32.68 $124,464 - $145,164
-4,442 Reduced 22.59%
15,221 $491,000
Q2 2024

Aug 05, 2024
BUY
$27.2 - $30.7 $137,441 - $155,127
5,053 Added 34.59%
19,663 $581,000
Q1 2024

Apr 29, 2024
BUY
$25.58 - $27.83 $21,461 - $23,349
839 Added 6.09%
14,610 $405,000
Q4 2023

Feb 02, 2024
BUY
$25.33 - $27.18 $348,819 - $374,295
13,771 New
13,771 $373,000
Q3 2022

Oct 25, 2022
BUY
$23.43 - $26.69 $210,049 - $239,275
8,965 New
8,965 $209,000

Others Institutions Holding FNDE

# of Institutions
345
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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