Jfs Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 184 shares of FNDE stock, worth $5,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares
184
Previous 183 0.55%
Holding current value
$5,608
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$28.02 - $32.68 $28 - $32
1 Added 0.55%
184 $5,000
Q4 2023

Feb 07, 2024
BUY
$25.33 - $27.18 $177 - $190
7 Added 3.98%
183 $4,000
Q2 2023

Aug 07, 2023
BUY
$25.72 - $27.75 $51 - $55
2 Added 1.15%
176 $4,000
Q4 2022

Feb 13, 2023
BUY
$23.19 - $26.37 $162 - $184
7 Added 4.19%
174 $4,000
Q2 2022

Aug 02, 2022
BUY
$25.56 - $29.71 $51 - $59
2 Added 1.21%
167 $4,000
Q1 2022

May 02, 2022
BUY
$26.69 - $33.2 $4,403 - $5,478
165 New
165 $5,000
Q3 2019

Oct 31, 2019
SELL
$27.31 - $28.2 $2,840 - $2,932
-104 Closed
0 $0
Q2 2019

Aug 06, 2019
SELL
N/A
-95 Reduced 47.74%
104 $3,000
Q1 2019

Apr 23, 2019
BUY
N/A
199 New
199 $6,000

Others Institutions Holding FNDE

# of Institutions
336
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email