Sculati Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Sculati Wealth Management, LLC

  • $231 Million
  • Q1 2024

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 186,948 shares of FNDE stock, worth $5.53 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
186,948
Previous 172,857 8.15%
Holding current value
$5.53 Million
Previous $4.69 Million 10.62%
% of portfolio
2.25%
Previous 2.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$25.58 - $27.83 $360,447 - $392,152
14,091 Added 8.15%
186,948 $5.19 Million
Q4 2023

Feb 12, 2024
BUY
$25.33 - $27.18 $136,047 - $145,983
5,371 Added 3.21%
172,857 $4.69 Million
Q3 2023

Nov 09, 2023
BUY
$26.05 - $28.35 $448,607 - $488,215
17,221 Added 11.46%
167,486 $4.39 Million
Q2 2023

Aug 11, 2023
BUY
$25.72 - $27.75 $466,920 - $503,773
18,154 Added 13.74%
150,265 $4.02 Million
Q1 2023

May 05, 2023
BUY
$24.92 - $27.41 $344,195 - $378,586
13,812 Added 11.68%
132,111 $3.44 Million
Q4 2022

Feb 10, 2023
BUY
$23.45 - $26.37 $846,521 - $951,930
36,099 Added 43.92%
118,299 $2.93 Million
Q3 2022

Nov 15, 2022
BUY
N/A
3,527 Added 4.48%
82,200 $1.93 Million
Q2 2022

Aug 09, 2022
BUY
N/A
8,356 Added 11.88%
78,673 $2.04 Million
Q1 2022

May 10, 2022
BUY
N/A
9,749 Added 16.1%
70,317 $2.04 Million
Q4 2021

Feb 07, 2022
BUY
N/A
9,301 Added 18.14%
60,568 $1.88 Million
Q3 2021

Nov 02, 2021
BUY
N/A
10,318 Added 25.2%
51,267 $1.65 Million
Q2 2021

Aug 13, 2021
BUY
N/A
5,027 Added 13.99%
40,949 $1.32 Million
Q1 2021

May 14, 2021
BUY
N/A
9,410 Added 35.49%
35,922 $1.11 Million
Q4 2020

Feb 10, 2021
BUY
N/A
2,558 Added 10.68%
26,512 $749,000
Q3 2020

Nov 13, 2020
BUY
N/A
11,652 Added 94.72%
23,954 $568,000
Q2 2020

Aug 14, 2020
BUY
N/A
12,302 New
12,302 $288,000

Others Institutions Holding FNDE

# of Institutions
318
Shares Held
165M
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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