Forza Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Forza Wealth Management, LLC holds 27,714 shares of FNDE stock, worth $876,593. This represents 0.41% of its overall portfolio holdings.

Number of Shares
27,714
Previous 27,714 -0.0%
Holding current value
$876,593
Previous $820 Million 9.13%
% of portfolio
0.41%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$25.33 - $27.18 $135,135 - $145,005
-5,335 Reduced 16.14%
27,714 $752 Million
Q1 2023

May 03, 2023
BUY
$24.92 - $27.41 $132,948 - $146,232
5,335 Added 19.25%
33,049 $861 Million
Q4 2022

Feb 06, 2023
BUY
$23.19 - $26.37 $642,687 - $730,818
27,714 New
27,714 $687 Million

Others Institutions Holding FNDE

# of Institutions
334
Shares Held
164M
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
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email