Sea Crest Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
BUY
$26.05 - $28.35 $8,466 - $9,213
325 Added 1.34%
24,572 $644,000
Q2 2023

Jul 14, 2023
SELL
$25.72 - $27.75 $29,835 - $32,190
-1,160 Reduced 4.57%
24,247 $649,000
Q1 2023

May 11, 2023
BUY
$24.92 - $27.41 $5,706 - $6,276
229 Added 0.91%
25,407 $661,000
Q4 2022

Feb 14, 2023
BUY
$23.19 - $26.37 $19,711 - $22,414
850 Added 3.49%
25,178 $623,000
Q3 2022

Nov 14, 2022
BUY
$23.43 - $26.69 $100,889 - $114,927
4,306 Added 21.51%
24,328 $570,000
Q2 2022

Aug 09, 2022
SELL
$25.56 - $29.71 $9,585 - $11,141
-375 Reduced 1.84%
20,022 $519,000
Q1 2022

May 16, 2022
BUY
$26.69 - $33.2 $11,850 - $14,740
444 Added 2.23%
20,397 $590,000
Q4 2021

Feb 11, 2022
BUY
$30.22 - $33.49 $38,107 - $42,230
1,261 Added 6.75%
19,953 $618,000
Q3 2021

Nov 16, 2021
BUY
$30.86 - $32.92 $576,835 - $615,340
18,692 New
18,692 $602,000
Q2 2019

Jul 19, 2019
SELL
N/A
-3,957 Closed
0 $0
Q1 2019

May 10, 2019
BUY
N/A
1,337 Added 51.03%
3,957 $110,000
Q4 2018

Feb 13, 2019
BUY
N/A
2,470 Added 1646.67%
2,620 $68,000
Q2 2018

Aug 03, 2018
SELL
N/A
-170 Reduced 53.13%
150 $4,000
Q4 2017

Feb 02, 2018
BUY
N/A
320
320 $9,000

Others Institutions Holding FNDE

# of Institutions
337
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
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