Milestone Investment Advisors LLC Schwab Fundamental Intl Large Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,724 shares of FNDF stock, worth $223,293. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,724
Previous 7,314 21.74%
Holding current value
$223,293
Previous $242,000 14.88%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$32.9 - $37.45 $52,311 - $59,545
-1,590 Reduced 21.74%
5,724 $206,000
Q4 2024

Feb 12, 2025
BUY
$32.92 - $37.15 $2,699 - $3,046
82 Added 1.13%
7,314 $242,000
Q3 2024

Oct 30, 2024
SELL
$33.67 - $37.71 $36,969 - $41,405
-1,098 Reduced 13.18%
7,232 $270,000
Q2 2024

Aug 13, 2024
SELL
$34.19 - $36.51 $141,649 - $151,260
-4,143 Reduced 33.22%
8,330 $291,000
Q1 2024

May 14, 2024
SELL
$32.59 - $35.65 $124,233 - $135,897
-3,812 Reduced 23.41%
12,473 $444,000
Q4 2023

Feb 09, 2024
SELL
$30.23 - $33.77 $29,081 - $32,486
-962 Reduced 5.58%
16,285 $549,000
Q3 2023

Nov 08, 2023
BUY
$31.51 - $33.54 $71,779 - $76,404
2,278 Added 15.22%
17,247 $546,000
Q2 2023

Aug 02, 2023
SELL
$30.91 - $33.09 $2,070 - $2,217
-67 Reduced 0.45%
14,969 $483,000
Q1 2023

May 16, 2023
BUY
$29.24 - $31.97 $16,462 - $17,999
563 Added 3.89%
15,036 $470,000
Q4 2022

Mar 15, 2023
BUY
$25.2 - $30.35 $364,719 - $439,255
14,473 New
14,473 $421 Million

Others Institutions Holding FNDF

# of Institutions
661
Shares Held
296M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

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

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment 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 Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email