A detailed history of Ifp Advisors, Inc transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,945 shares of FNDC stock, worth $66,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,945
Previous 1,877 3.62%
Holding current value
$66,091
Previous $66,000 1.52%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$33.97 - $36.16 $2,309 - $2,458
68 Added 3.62%
1,945 $67,000
Q1 2024

Jul 30, 2024

BUY
$33.21 - $35.58 $16,073 - $17,220
484 Added 34.75%
1,877 $66,000
Q4 2023

Jan 09, 2024

BUY
$30.23 - $34.87 $453 - $523
15 Added 1.09%
1,393 $48,000
Q2 2023

Aug 04, 2023

BUY
$32.33 - $34.2 $161 - $171
5 Added 0.36%
1,378 $45,000
Q1 2023

Apr 18, 2023

SELL
$31.23 - $34.09 $8,838 - $9,647
-283 Reduced 17.09%
1,373 $45,000
Q4 2022

Feb 07, 2023

BUY
$26.94 - $32.1 $1,885 - $2,247
70 Added 4.41%
1,656 $63,000
Q3 2022

Nov 08, 2022

BUY
$27.09 - $32.72 $893 - $1,079
33 Added 2.12%
1,586 $60,000
Q2 2022

Sep 06, 2022

BUY
$30.1 - $35.8 $46,745 - $55,597
1,553 New
1,553 $59,000
Q2 2022

Aug 12, 2022

SELL
$30.1 - $35.8 $46,745 - $55,597
-1,553 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$33.24 - $38.0 $7,279 - $8,322
219 Added 16.42%
1,553 $0
Q1 2022

Aug 08, 2022

BUY
$33.24 - $38.0 $664 - $760
20 Added 1.52%
1,334 $0
Q4 2021

Jan 12, 2022

SELL
$36.2 - $39.91 $74,753 - $82,414
-2,065 Reduced 61.11%
1,314 $50,000
Q3 2021

Oct 06, 2021

BUY
$37.86 - $40.67 $89,652 - $96,306
2,368 Added 234.22%
3,379 $135,000
Q2 2021

Jul 13, 2021

BUY
$37.92 - $40.84 $34,734 - $37,409
916 Added 964.21%
1,011 $40,000
Q1 2021

Apr 30, 2021

SELL
$34.77 - $38.23 $24,617 - $27,066
-708 Reduced 88.17%
95 $3,000
Q4 2020

Jan 25, 2021

BUY
$29.1 - $34.92 $20,602 - $24,723
708 Added 745.26%
803 $28,000
Q3 2019

Nov 07, 2019

BUY
$30.43 - $31.22 $2,890 - $2,965
95 New
95 $3,000
Q1 2019

May 15, 2019

SELL
N/A
-95 Closed
0 $0
Q4 2018

Jan 23, 2019

SELL
N/A
-1,057 Reduced 91.75%
95 $0
Q3 2018

Oct 25, 2018

BUY
N/A
700 Added 154.87%
1,152 $0
Q4 2017

Jan 24, 2018

BUY
N/A
7 Added 1.57%
452 $0
Q3 2017

Oct 30, 2017

BUY
N/A
350 Added 368.42%
445 $16,000
Q2 2016

Jun 03, 2019

BUY
N/A
95
95 $3,000

Others Institutions Holding FNDC

About SCHWAB FUNDAMENTAL INTL SMALL


  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc 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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.