Carolinas Wealth Consulting LLC Schwab Fundamental U S Broad M Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 46,120 shares of FNDB stock, worth $1.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
46,120
Previous 15,301 201.42%
Holding current value
$1.13 Million
Previous $1.08 Million 0.37%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Feb 26, 2025
BUY
$23.07 - $70.32 $710,994 - $2.17 Million
30,819 Added 201.42%
46,120 $1.07 Million
Q3 2024

Nov 12, 2024
BUY
$64.17 - $70.37 $8,598 - $9,429
134 Added 0.88%
15,301 $1.08 Million
Q2 2024

Aug 12, 2024
SELL
$62.66 - $66.26 $62,597 - $66,193
-999 Reduced 6.18%
15,167 $994,000
Q1 2024

May 14, 2024
BUY
$59.85 - $66.26 $4,009 - $4,439
67 Added 0.42%
16,166 $1.07 Million
Q4 2023

Feb 13, 2024
BUY
$52.56 - $61.29 $4,572 - $5,332
87 Added 0.54%
16,099 $983,000
Q3 2023

Nov 14, 2023
BUY
$54.9 - $58.95 $4,117 - $4,421
75 Added 0.47%
16,012 $882,000
Q2 2023

Aug 14, 2023
BUY
$52.94 - $56.74 $4,182 - $4,482
79 Added 0.5%
15,937 $904,000
Q1 2023

May 15, 2023
BUY
$51.7 - $56.94 $3,929 - $4,327
76 Added 0.48%
15,858 $858,000
Q4 2022

Feb 14, 2023
BUY
$47.77 - $55.73 $4,108 - $4,792
86 Added 0.55%
15,782 $830,000
Q3 2022

Nov 14, 2022
BUY
$47.13 - $56.11 $4,100 - $4,881
87 Added 0.56%
15,696 $740,000
Q2 2022

Aug 16, 2022
BUY
$49.26 - $58.47 $3,990 - $4,736
81 Added 0.52%
15,609 $784,000
Q1 2022

May 17, 2022
BUY
$54.81 - $59.23 $3,233 - $3,494
59 Added 0.38%
15,528 $897,000
Q4 2021

Feb 14, 2022
BUY
$54.05 - $58.21 $4,215 - $4,540
78 Added 0.51%
15,469 $898,000
Q3 2021

Nov 15, 2021
SELL
$52.31 - $55.86 $139,720 - $149,202
-2,671 Reduced 14.79%
15,391 $824,000
Q2 2021

Aug 17, 2021
BUY
$51.84 - $55.77 $3,628 - $3,903
70 Added 0.39%
18,062 $982,000
Q1 2021

May 17, 2021
BUY
$44.29 - $52.19 $2,923 - $3,444
66 Added 0.37%
17,992 $923,000
Q4 2020

Feb 16, 2021
BUY
$37.44 - $44.9 $3,519 - $4,220
94 Added 0.53%
17,926 $805,000
Q3 2020

Nov 12, 2020
BUY
$35.75 - $40.71 $5,040 - $5,740
141 Added 0.8%
17,832 $680,000
Q2 2020

Aug 13, 2020
BUY
$29.23 - $39.53 $107,391 - $145,233
3,674 Added 26.21%
17,691 $641,000
Q1 2020

May 11, 2020
BUY
$26.6 - $43.02 $372,852 - $603,011
14,017 New
14,017 $430,000

Others Institutions Holding FNDB

# of Institutions
165
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email