Ep Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,481 shares of FNDC stock, worth $300,905. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,481
Previous 3,385 150.55%
Holding current value
$300,905
Previous $117,000 176.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$33.85 - $38.5 $172,499 - $196,196
5,096 Added 150.55%
8,481 $323,000
Q2 2024

Aug 19, 2024
SELL
$33.97 - $36.16 $49,154 - $52,323
-1,447 Reduced 29.95%
3,385 $117,000
Q1 2024

May 14, 2024
BUY
$33.21 - $35.58 $22,815 - $24,443
687 Added 16.57%
4,832 $171,000
Q4 2023

Feb 28, 2024
BUY
$30.23 - $34.87 $1,058 - $1,220
35 Added 0.85%
4,145 $144,000
Q3 2023

Nov 22, 2023
BUY
$32.07 - $34.74 $131,807 - $142,781
4,110 New
4,110 $132,000

Others Institutions Holding FNDC

# of Institutions
240
Shares Held
59.4M
Call Options Held
1K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
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