Ci Private Wealth, LLC Schwab Fundamental U S Broad M Transaction History

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Ci Private Wealth, LLC holds 14,717 shares of FNDB stock, worth $342,906. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,717
Previous 11,103 32.55%
Holding current value
$342,906
Previous $728,000 42.17%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$64.17 - $70.37 $231,910 - $254,317
3,614 Added 32.55%
14,717 $1.04 Million
Q4 2023

Feb 09, 2024
SELL
$52.56 - $61.29 $49,879 - $58,164
-949 Reduced 7.87%
11,103 $678,000
Q3 2023

Nov 03, 2023
SELL
$54.9 - $58.95 $933 - $1,002
-17 Reduced 0.14%
12,052 $663,000
Q2 2023

Aug 10, 2023
BUY
$52.94 - $56.74 $52 - $56
1 Added 0.01%
12,069 $684,000
Q4 2022

Feb 15, 2023
BUY
$47.77 - $55.73 $576,488 - $672,549
12,068 New
12,068 $635,000

Others Institutions Holding FNDB

# of Institutions
145
Shares Held
4.05M
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 Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email