Pinnacle Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Pinnacle Wealth Management, LLC

  • $82.7 Million
  • Q3 2024

A detailed history of Pinnacle Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 7,611 shares of FNDE stock, worth $231,983. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,611
Previous 7,399 2.87%
Holding current value
$231,983
Previous $218,000 12.39%
% of portfolio
0.3%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$28.02 - $32.68 $5,940 - $6,928
212 Added 2.87%
7,611 $245,000
Q2 2024

Jul 30, 2024
BUY
$27.2 - $30.7 $201,252 - $227,149
7,399 New
7,399 $218,000
Q3 2023

Oct 19, 2023
SELL
$26.05 - $28.35 $53,011 - $57,692
-2,035 Reduced 1.61%
124,218 $3.26 Million
Q2 2023

Aug 10, 2023
BUY
$25.72 - $27.75 $3.25 Million - $3.5 Million
126,253 New
126,253 $3.38 Million

Others Institutions Holding FNDE

# of Institutions
336
Shares Held
163M
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
Track This Portfolio

Track Pinnacle Wealth Management, LLC Portfolio

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

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email