Modern Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Modern Wealth Management, LLC holds 42,509 shares of FNDE stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
42,509
Previous 44,520 4.52%
Holding current value
$1.54 Million
Previous $1.37 Million 2.33%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$26.66 - $33.09 $53,613 - $66,543
-2,011 Reduced 4.52%
42,509 $1.4 Million
Q1 2025

May 30, 2025
BUY
$28.11 - $32.0 $36,205 - $41,216
1,288 Added 2.98%
44,520 $1.37 Million
Q1 2025

May 15, 2025
BUY
$28.11 - $32.0 $1.22 Million - $1.38 Million
43,232 New
43,232 $1.33 Billion

Others Institutions Holding FNDE

# of Institutions
429
Shares Held
164M
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
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