Ifp Advisors, Inc Schwab Fundamental Emerging Mk Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Ifp Advisors, Inc holds 8,396 shares of FNDE stock, worth $250,620. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,396

Previous 11,550 27.31%

Holding current value

$250,620

Previous $372,000 34.68%

% of portfolio

0.01%

Previous 0.01%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$28.89 - $33.95 $91,119 - $107,078	-3,154 Reduced 27.31%	8,396 $243,000
Q3 2024 Feb 04, 2025	BUY	$28.02 - $32.68 $112,780 - $131,537	4,025 Added 53.49%	11,550 $372,000
Q2 2024 Jul 30, 2024	BUY	$27.2 - $30.7 $27,852 - $31,436	1,024 Added 15.75%	7,525 $222,000
Q1 2024 Jul 30, 2024	BUY	$25.58 - $27.83 $14,401 - $15,668	563 Added 9.48%	6,501 $180,000
Q4 2023 Jan 09, 2024	SELL	$25.33 - $27.18 $1,266 - $1,359	-50 Reduced 0.84%	5,938 $161,000
Q3 2023 Oct 12, 2023	BUY	$26.05 - $28.35 $234 - $255	9 Added 0.15%	5,988 $157,000
Q2 2023 Aug 04, 2023	SELL	$25.72 - $27.75 $1,466 - $1,581	-57 Reduced 0.94%	5,979 $160,000
Q1 2023 Apr 18, 2023	SELL	$24.92 - $27.41 $32,171 - $35,386	-1,291 Reduced 17.62%	6,036 $157,000
Q4 2022 Feb 07, 2023	SELL	$23.19 - $26.37 $10,644 - $12,103	-459 Reduced 5.9%	7,327 $221,000
Q3 2022 Nov 08, 2022	BUY	$23.43 - $26.69 $95,758 - $109,082	4,087 Added 110.49%	7,786 $236,000
Q2 2022 Sep 06, 2022	BUY	$25.56 - $29.71 $94,546 - $109,897	3,699 New	3,699 $116,000
Q2 2022 Aug 12, 2022	SELL	$25.56 - $29.71 $94,546 - $109,897	-3,699 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$26.69 - $33.2 $50,764 - $63,146	1,902 Added 105.84%	3,699 $0
Q1 2022 Aug 08, 2022	BUY	$26.69 - $33.2 $6,031 - $7,503	226 Added 14.39%	1,797 $0
Q4 2021 Jan 12, 2022	SELL	$30.22 - $33.49 $127,195 - $140,959	-4,209 Reduced 72.82%	1,571 $51,000
Q3 2021 Oct 06, 2021	BUY	$30.86 - $32.92 $151,892 - $162,032	4,922 Added 573.66%	5,780 $188,000
Q2 2021 Jul 13, 2021	BUY	$30.51 - $33.34 $5,949 - $6,501	195 Added 29.41%	858 $28,000
Q1 2021 Apr 30, 2021	SELL	$28.31 - $31.2 $2,491 - $2,745	-88 Reduced 11.72%	663 $20,000
Q4 2020 Jan 25, 2021	SELL	$23.48 - $28.35 $117 - $141	-5 Reduced 0.66%	751 $21,000
Q3 2020 Oct 29, 2020	SELL	$23.37 - $25.29 $54,475 - $58,950	-2,331 Reduced 75.51%	756 $18,000
Q2 2020 Aug 05, 2020	SELL	$19.93 - $24.85 $39 - $49	-2 Reduced 0.06%	3,087 $73,000
Q1 2020 May 12, 2020	SELL	$18.64 - $30.37 $7,064 - $11,510	-379 Reduced 10.93%	3,089 $66,000
Q4 2019 Jan 17, 2020	SELL	$27.01 - $29.91 $24,065 - $26,649	-891 Reduced 20.44%	3,468 $104,000
Q3 2019 Nov 07, 2019	BUY	$27.31 - $28.2 $96,868 - $100,025	3,547 Added 436.82%	4,359 $120,000
Q1 2019 May 15, 2019	SELL	N/A	-2,225 Reduced 73.26%	812 $23,000
Q4 2018 Jan 23, 2019	SELL	N/A	-2,850 Reduced 48.41%	3,037 $0
Q3 2018 Oct 25, 2018	BUY	N/A	491 Added 9.1%	5,887 $0
Q2 2018 Aug 07, 2018	BUY	N/A	4,744 Added 727.61%	5,396 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-6,716 Reduced 91.15%	652 $19,000
Q1 2018 May 09, 2018	BUY	N/A	6,716 Added 1030.06%	7,368 $0
Q4 2017 Jan 24, 2018	BUY	N/A	375 Added 135.38%	652 $0
Q3 2017 Oct 30, 2017	BUY	N/A	165 Added 147.32%	277 $8,000
Q1 2017 Jun 03, 2019	SELL	N/A	-168 Reduced 60.0%	112 $3,000
Q2 2016 Jun 03, 2019	SELL	N/A	-532 Reduced 65.52%	280 $6,000
Q1 2016 Jun 03, 2019	BUY	N/A	812	812 $23,000

Others Institutions Holding FNDE

# of Institutions

351

Shares Held

164M

Call Options Held

Put Options Held

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