Global Retirement Partners, LLC Schwab Fundamental Intl Small Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Global Retirement Partners, LLC holds 922 shares of FNDC stock, worth $34,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares

922

Previous 1,242 25.76%

Holding current value

$34,049

Previous $47,000 34.04%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$33.92 - $38.03 $10,854 - $12,169	-320 Reduced 25.76%	922 $31,000
Q3 2024 Oct 16, 2024	BUY	$33.85 - $38.5 $41,838 - $47,586	1,236 Added 20600.0%	1,242 $47,000
Q2 2024 Jul 23, 2024	BUY	$33.97 - $36.16 $169 - $180	5 Added 500.0%	6 $0
Q1 2024 Apr 23, 2024	BUY	$33.21 - $35.58 $33 - $35	1 New	1 $0
Q2 2023 Jul 20, 2023	BUY	$32.33 - $34.2 $32 - $34	1 Added 1.14%	89 $2,000
Q1 2023 May 05, 2023	BUY	$31.23 - $34.09 $2,748 - $2,999	88 New	88 $2,000
Q2 2022 Jul 15, 2022	BUY	$30.1 - $35.8 $541 - $644	18 New	18 $1,000
Q2 2020 Jul 13, 2020	SELL	$22.23 - $29.49 $4,557 - $6,045	-205 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$20.56 - $33.46 $4,214 - $6,859	205 New	205 $5,000

Others Institutions Holding FNDC

# of Institutions

267

Shares Held

57.9M

Call Options Held

2.2K

Put Options Held

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About SCHWAB FUNDAMENTAL INTL SMALL

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Global Retirement Partners, LLC Schwab Fundamental Intl Small Transaction History