Pinnacle Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Pinnacle Wealth Management, LLC

  • $58.2 Million
  • Q1 2025

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 7,951 shares of FNDE stock, worth $239,325. This represents 0.42% of its overall portfolio holdings.

Number of Shares
7,951
Previous 7,891 0.76%
Holding current value
$239,325
Previous $229,000 6.55%
% of portfolio
0.42%
Previous 0.27%

Shares

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

May 13, 2025
BUY
$28.11 - $32.0 $1,686 - $1,920
60 Added 0.76%
7,951 $244,000
Q4 2024

Feb 18, 2025
BUY
$28.89 - $33.95 $8,089 - $9,506
280 Added 3.68%
7,891 $229,000
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
390
Shares Held
162M
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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