Sax Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 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 81,368 shares of FNDE stock, worth $2.36 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
81,368
Previous 27,321 197.82%
Holding current value
$2.36 Million
Previous $881,000 168.22%
% of portfolio
0.19%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$28.89 - $33.95 $1.56 Million - $1.83 Million
54,047 Added 197.82%
81,368 $2.36 Million
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
344
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
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