Morris Financial Concepts, Inc. Schwab Fundamental Emerging Mk Transaction History

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,989 shares of FNDE stock, worth $91,104. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,989

Previous 3,008 0.63%

Holding current value

$91,104

Previous $88,000 9.09%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$28.02 - $32.68 $532 - $620	-19 Reduced 0.63%	2,989 $96,000
Q2 2024 Jul 29, 2024	SELL	$27.2 - $30.7 $1,305 - $1,473	-48 Reduced 1.57%	3,008 $88,000
Q1 2024 Apr 18, 2024	SELL	$25.58 - $27.83 $537 - $584	-21 Reduced 0.68%	3,056 $84,000
Q1 2023 May 10, 2023	SELL	$24.92 - $27.41 $1,270 - $1,397	-51 Reduced 1.63%	3,077 $80,000
Q4 2022 Jan 19, 2023	BUY	$23.19 - $26.37 $14,725 - $16,744	635 Added 25.47%	3,128 $0
Q3 2022 Oct 25, 2022	SELL	$23.43 - $26.69 $609 - $693	-26 Reduced 1.03%	2,493 $58,000
Q2 2022 Jul 25, 2022	SELL	$25.56 - $29.71 $4,549 - $5,288	-178 Reduced 6.6%	2,519 $65,000
Q1 2022 Apr 29, 2022	BUY	$26.69 - $33.2 $2,829 - $3,519	106 Added 4.09%	2,697 $78,000
Q4 2021 Feb 15, 2022	BUY	$30.22 - $33.49 $78,300 - $86,772	2,591 New	2,591 $80,000

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Morris Financial Concepts, Inc. Schwab Fundamental Emerging Mk Transaction History