Plante Moran Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History

Plante Moran Financial Advisors, LLC

  • $997 Million
  • Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 570 shares of FNDC stock, worth $21,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares
570
Previous 610 6.56%
Holding current value
$21,289
Previous $21,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$33.97 - $36.16 $1,358 - $1,446
-40 Reduced 6.56%
570 $19,000
Q1 2024

May 09, 2024
BUY
$33.21 - $35.58 $4,948 - $5,301
149 Added 32.32%
610 $21,000
Q4 2023

Feb 05, 2024
BUY
$30.23 - $34.87 $12,061 - $13,913
399 Added 643.55%
461 $16,000
Q3 2023

Nov 07, 2023
BUY
$32.07 - $34.74 $1,988 - $2,153
62 New
62 $1,000
Q4 2022

Feb 09, 2023
SELL
$26.94 - $32.1 $7,624 - $9,084
-283 Reduced 94.65%
16 $0
Q3 2022

Nov 02, 2022
BUY
$27.09 - $32.72 $8,099 - $9,783
299 New
299 $8,000
Q1 2022

May 06, 2022
SELL
$33.24 - $38.0 $4,420 - $5,054
-133 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$34.77 - $38.23 $4,624 - $5,084
133 New
133 $5,000
Q1 2020

May 07, 2020
SELL
$20.56 - $33.46 $117,335 - $190,956
-5,707 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$30.43 - $31.22 $171,716 - $176,174
5,643 Added 8817.19%
5,707 $0
Q2 2019

Aug 13, 2019
BUY
N/A
64 New
64 $2,000
Q1 2019

May 13, 2019
SELL
N/A
-53 Closed
0 $0
Q4 2018

Jan 29, 2019
BUY
N/A
53 New
53 $2,000
Q2 2018

Jul 26, 2018
SELL
N/A
-642 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
642
642 $22,000

Others Institutions Holding FNDC

# of Institutions
232
Shares Held
66.2M
Call Options Held
0
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email