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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 10,829 shares of FNDF stock, worth $471,278. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,829

Previous 11,668 7.19%

Holding current value

$471,278

Previous $421,000 2.85%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$32.25 - $40.02 $27,057 - $33,576	-839 Reduced 7.19%	10,829 $433,000
Q1 2025 May 13, 2025	SELL	$32.9 - $37.45 $42,079 - $47,898	-1,279 Reduced 9.88%	11,668 $421,000
Q4 2024 Feb 07, 2025	BUY	$32.92 - $37.15 $12,048 - $13,596	366 Added 2.91%	12,947 $429,000
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

720

Shares Held

308M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

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