Sequoia Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,744 shares of FNDC stock, worth $331,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,744
Previous 7,872 23.78%
Holding current value
$331,101
Previous $273,000 35.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024
BUY
$33.85 - $38.5 $63,367 - $72,072
1,872 Added 23.78%
9,744 $371,000
Q2 2024

Jul 15, 2024
BUY
$33.97 - $36.16 $35,294 - $37,570
1,039 Added 15.21%
7,872 $273,000
Q1 2024

Apr 30, 2024
SELL
$33.21 - $35.58 $17,866 - $19,142
-538 Reduced 7.3%
6,833 $242,000
Q4 2023

Jan 25, 2024
SELL
$30.23 - $34.87 $19,619 - $22,630
-649 Reduced 8.09%
7,371 $256,000
Q3 2023

Nov 08, 2023
BUY
$32.07 - $34.74 $24,982 - $27,062
779 Added 10.76%
8,020 $257,000
Q2 2023

Aug 08, 2023
BUY
$32.33 - $34.2 $234,101 - $247,642
7,241 New
7,241 $240,000

Others Institutions Holding FNDC

# of Institutions
240
Shares Held
59.4M
Call Options Held
1K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
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