Financial Architects, Inc Schwab Fundamental U S Broad M Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$35.75 - $40.71 $31,138 - $35,458	-871 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$29.23 - $39.53 $233 - $316	-8 Reduced 0.91%	871 $32,000
Q1 2020 May 07, 2020	BUY	$26.6 - $43.02 $133 - $215	5 Added 0.57%	879 $27,000
Q4 2019 Feb 14, 2020	BUY	$37.81 - $42.27 $23,555 - $26,334	623 Added 248.21%	874 $37,000
Q3 2019 Nov 06, 2019	BUY	$38.93 - $39.77 $428 - $437	11 Added 4.58%	251 $10,000
Q2 2019 Aug 14, 2019	SELL	N/A	-12 Reduced 4.76%	240 $9,000
Q1 2019 May 13, 2019	BUY	N/A	170 Added 207.32%	252 $9,000
Q1 2019 May 03, 2019	SELL	N/A	-170 Reduced 67.46%	82 $3,000
Q3 2018 Oct 29, 2018	SELL	N/A	-3 Reduced 1.18%	252 $10,000
Q3 2017 Nov 01, 2017	BUY	N/A	170 Added 200.0%	255 $9,000
Q3 2017 Oct 23, 2017	BUY	N/A	85	85 $3,000

Others Institutions Holding FNDB

# of Institutions

144

Shares Held

4.02M

Call Options Held

0

Put Options Held

0

About SCHWAB FUNDAMENTAL U S BROAD M

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