Morgan Rosel Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 4,737 shares of FNDC stock, worth $205,964. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,737
Previous 4,737 -0.0%
Holding current value
$205,964
Previous $171,000 16.37%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 25, 2025
BUY
$33.34 - $37.44 $157,931 - $177,353
4,737 New
4,737 $171,000
Q4 2023

Jan 19, 2024
BUY
$30.23 - $34.87 $185,974 - $214,520
6,152 New
6,152 $214,000

Others Institutions Holding FNDC

# of Institutions
272
Shares Held
40.7M
Call Options Held
3.5K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
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