Goldstone Financial Group, LLC Schwab Fundamental Emerging Mk Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 53,837 shares of FNDE stock, worth $1.59 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

53,837

Previous 46,747 15.17%

Holding current value

$1.59 Million

Previous $1.51 Billion 3.67%

% of portfolio

0.25%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$28.89 - $33.95 $204,830 - $240,705	7,090 Added 15.17%	53,837 $1.56 Billion
Q3 2024 Oct 28, 2024	BUY	$28.02 - $32.68 $1.31 Million - $1.53 Million	46,747 New	46,747 $1.51 Billion
Q2 2024 Jan 15, 2025	SELL	$27.2 - $30.7 $366,873 - $414,081	-13,488 Reduced 25.05%	40,349 $1.19 Billion
Q1 2024 Jan 15, 2025	BUY	$25.58 - $27.83 $13,224 - $14,388	517 Added 2.28%	23,229 $645 Million
Q4 2023 Jan 15, 2025	BUY	$25.33 - $27.18 $126,016 - $135,220	4,975 Added 28.05%	22,712 $616 Million
Q3 2023 Jan 15, 2025	BUY	$26.05 - $28.35 $99,745 - $108,552	3,829 Added 27.53%	17,737 $465 Million
Q2 2023 Jan 15, 2025	BUY	$25.72 - $27.75 $2,391 - $2,580	93 Added 0.67%	13,908 $372 Million
Q1 2023 Jan 15, 2025	SELL	$24.92 - $27.41 $997,348 - $1.1 Million	-40,022 Reduced 74.34%	13,815 $360 Million

Others Institutions Holding FNDE

# of Institutions

344

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Goldstone Financial Group, LLC Schwab Fundamental Emerging Mk Transaction History