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

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 165,321 shares of FNDF stock, worth $5.79 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
165,321
Previous 199,620 17.18%
Holding current value
$5.79 Million
Previous $7.46 Million 26.4%
% of portfolio
1.88%
Previous 2.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$32.92 - $37.15 $1.13 Million - $1.27 Million
-34,299 Reduced 17.18%
165,321 $5.49 Million
Q3 2024

Oct 10, 2024
SELL
$33.67 - $37.71 $438,720 - $491,361
-13,030 Reduced 6.13%
199,620 $7.46 Million
Q2 2024

Jul 15, 2024
BUY
$34.19 - $36.51 $113,100 - $120,775
3,308 Added 1.58%
212,650 $7.45 Million
Q1 2024

Apr 17, 2024
SELL
$32.59 - $35.65 $83,071 - $90,871
-2,549 Reduced 1.2%
209,342 $7.45 Million
Q4 2023

Jan 19, 2024
SELL
$30.23 - $33.77 $329,174 - $367,721
-10,889 Reduced 4.89%
211,891 $7.15 Million
Q3 2023

Oct 27, 2023
BUY
$31.51 - $33.54 $20,859 - $22,203
662 Added 0.3%
222,780 $7.06 Million
Q2 2023

Aug 04, 2023
BUY
$30.91 - $33.09 $6.18 Million - $6.62 Million
200,032 Added 905.7%
222,118 $7.17 Million
Q1 2023

Apr 12, 2023
BUY
$29.24 - $31.97 $83,246 - $91,018
2,847 Added 14.8%
22,086 $690,000
Q4 2022

Jan 19, 2023
BUY
$25.2 - $30.35 $484,822 - $583,903
19,239 New
19,239 $0

Others Institutions Holding FNDF

# of Institutions
600
Shares Held
300M
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 Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, 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 Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email