Iht Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Iht Wealth Management, LLC holds 36,009 shares of FNDF stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

36,009

Previous 68,696 47.58%

Holding current value

$1.28 Million

Previous $2.57 Million 53.45%

% of portfolio

0.04%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$32.92 - $37.15 $1.08 Million - $1.21 Million	-32,687 Reduced 47.58%	36,009 $1.2 Million
Q3 2024 Nov 14, 2024	BUY	$33.67 - $37.71 $1.09 Million - $1.22 Million	32,242 Added 88.45%	68,696 $2.57 Million
Q2 2024 Aug 14, 2024	BUY	$34.19 - $36.51 $66,055 - $70,537	1,932 Added 5.6%	36,454 $1.28 Million
Q1 2024 May 15, 2024	BUY	$32.59 - $35.65 $65,994 - $72,191	2,025 Added 6.23%	34,522 $1.23 Million
Q4 2023 Feb 14, 2024	SELL	$30.23 - $33.77 $86,336 - $96,447	-2,856 Reduced 8.08%	32,497 $1.1 Million
Q3 2023 Nov 14, 2023	BUY	$31.51 - $33.54 $87,975 - $93,643	2,792 Added 8.57%	35,353 $1.12 Million
Q2 2023 Aug 14, 2023	BUY	$30.91 - $33.09 $67,600 - $72,367	2,187 Added 7.2%	32,561 $1.05 Million
Q1 2023 May 15, 2023	BUY	$29.24 - $31.97 $35,994 - $39,355	1,231 Added 4.22%	30,374 $949,000
Q4 2022 Feb 14, 2023	SELL	$25.2 - $30.35 $30,366 - $36,571	-1,205 Reduced 3.97%	29,143 $847,000
Q3 2022 Nov 22, 2022	BUY	$25.15 - $29.74 $763,252 - $902,549	30,348 New	30,348 $763,000

Others Institutions Holding FNDF

# of Institutions

633

Shares Held

307M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Industry ETFs

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Iht Wealth Management, LLC Schwab Fundamental Intl Large Transaction History