Congress Wealth Management LLC Schwab Fundamental Intl Large Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Congress Wealth Management LLC holds 304,874 shares of FNDF stock, worth $12.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
304,874
Holding current value
$12.6 Million
% of portfolio
0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$32.9 - $37.45 $10 Million - $11.4 Million
304,874 New
304,874 $11 Million
Q3 2023

Oct 30, 2023
BUY
$31.51 - $33.54 $3,151 - $3,354
100 Added 0.97%
10,418 $329,000
Q4 2022

Feb 02, 2023
BUY
$25.2 - $30.35 $34,725 - $41,822
1,378 Added 15.41%
10,318 $299,000
Q2 2022

Aug 11, 2022
SELL
$28.1 - $32.52 $9,104 - $10,536
-324 Reduced 3.5%
8,940 $253,000
Q1 2022

May 16, 2022
SELL
$29.7 - $34.12 $6,415 - $7,369
-216 Reduced 2.28%
9,264 $298,000
Q4 2021

Feb 04, 2022
BUY
$31.55 - $34.05 $299,094 - $322,794
9,480 New
9,480 $308,000

Others Institutions Holding FNDF

# of Institutions
699
Shares Held
306M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

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

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email