Sax Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 27,321 shares of FNDE stock, worth $832,744. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,321
Previous 8,095 237.5%
Holding current value
$832,744
Previous $239,000 268.62%
% of portfolio
0.08%
Previous 0.02%

Shares

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

Oct 17, 2024
BUY
$28.02 - $32.68 $538,712 - $628,305
19,226 Added 237.5%
27,321 $881,000
Q2 2024

Jul 12, 2024
BUY
$27.2 - $30.7 $220,184 - $248,516
8,095 New
8,095 $239,000

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 Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email