Envestnet Portfolio Solutions, Inc. Schwab Fundamental Emerging Mk Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,914 shares of FNDE stock, worth $269,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,914

Previous 12,222 35.25%

Holding current value

$269,867

Previous $376,000 30.59%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$26.66 - $33.09 $114,851 - $142,551	-4,308 Reduced 35.25%	7,914 $261,000
Q1 2025 Apr 21, 2025	SELL	$28.11 - $32.0 $5,762 - $6,560	-205 Reduced 1.65%	12,222 $376,000
Q4 2024 Feb 10, 2025	BUY	$28.89 - $33.95 $27,156 - $31,913	940 Added 8.18%	12,427 $361,000
Q3 2024 Oct 31, 2024	BUY	$28.02 - $32.68 $32,671 - $38,104	1,166 Added 11.3%	11,487 $370,000
Q2 2024 Jul 16, 2024	BUY	$27.2 - $30.7 $38,025 - $42,918	1,398 Added 15.67%	10,321 $305,000
Q1 2024 May 06, 2024	BUY	$25.58 - $27.83 $12,355 - $13,441	483 Added 5.72%	8,923 $247,000
Q4 2023 Feb 07, 2024	SELL	$25.33 - $27.18 $46,024 - $49,386	-1,817 Reduced 17.71%	8,440 $229,000
Q3 2023 Nov 13, 2023	BUY	$26.05 - $28.35 $267,194 - $290,785	10,257 New	10,257 $268,000

Others Institutions Holding FNDE

# of Institutions

412

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Envestnet Portfolio Solutions, Inc. Schwab Fundamental Emerging Mk Transaction History