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 $356,592. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,717
Previous 11,103 32.55%
Holding current value
$356,592
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
142
Shares Held
5.53M
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
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