Fermata Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Fermata Advisors, LLC

  • $335 Million
  • Q2 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Fermata Advisors, LLC holds 105,216 shares of FNDE stock, worth $3.58 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
105,216
Previous 102,861 2.29%
Holding current value
$3.58 Million
Previous $3.17 Million 9.73%
% of portfolio
1.04%
Previous 0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$26.66 - $33.09 $62,784 - $77,926
2,355 Added 2.29%
105,216 $3.47 Million
Q1 2025

Apr 10, 2025
BUY
$28.11 - $32.0 $2.89 Million - $3.29 Million
102,861 New
102,861 $3.17 Million

Others Institutions Holding FNDE

# of Institutions
414
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

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