Ever Source Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,581 shares of FNDF stock, worth $433,667. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,581

Previous 15,588 19.29%

Holding current value

$433,667

Previous $546,000 13.92%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$33.67 - $37.71 $101,245 - $113,393	-3,007 Reduced 19.29%	12,581 $470,000
Q2 2024 Aug 13, 2024	SELL	$34.19 - $36.51 $40,651 - $43,410	-1,189 Reduced 7.09%	15,588 $546,000
Q1 2024 Jun 11, 2024	BUY	$32.59 - $35.65 $533,563 - $583,661	16,372 Added 4042.47%	16,777 $597,000
Q4 2023 Feb 09, 2024	BUY	$30.23 - $33.77 $5,985 - $6,686	198 Added 95.65%	405 $13,000
Q3 2023 Nov 03, 2023	BUY	$31.51 - $33.54 $6,522 - $6,942	207 New	207 $6,000

Others Institutions Holding FNDF

# of Institutions

594

Shares Held

290M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History