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

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

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 49,247 shares of FNDB stock, worth $1.14 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

49,247

Previous 44,145 11.56%

Holding current value

$1.14 Million

Previous $1.03 Million 10.43%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$22.52 - $24.48 $114,897 - $124,896	5,102 Added 11.56%	49,247 $1.13 Million
Q4 2024 Feb 10, 2025	BUY	$23.07 - $70.32 $678,903 - $2.07 Million	29,428 Added 199.96%	44,145 $1.03 Million
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

165

Shares Held

12.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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