Seven Springs Wealth Group, LLC Schwab Fundamental Emerging Mk Transaction History

Seven Springs Wealth Group, LLC

  • $254 Million
  • Q1 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 300,323 shares of FNDE stock, worth $8.94 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
300,323
Previous 294,051 2.13%
Holding current value
$8.94 Million
Previous $7.98 Million 4.46%
% of portfolio
3.28%
Previous 3.68%

Shares

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

May 07, 2024
BUY
$25.58 - $27.83 $160,437 - $174,549
6,272 Added 2.13%
300,323 $8.34 Million
Q4 2023

Feb 07, 2024
SELL
$25.33 - $27.18 $323,185 - $346,789
-12,759 Reduced 4.16%
294,051 $7.98 Million
Q3 2023

Nov 08, 2023
BUY
$26.05 - $28.35 $1.02 Million - $1.11 Million
39,005 Added 14.56%
306,810 $8.04 Million
Q2 2023

Jul 31, 2023
BUY
$25.72 - $27.75 $412,317 - $444,860
16,031 Added 6.37%
267,805 $7.17 Million
Q1 2023

May 09, 2023
BUY
$24.92 - $27.41 $272,998 - $300,276
10,955 Added 4.55%
251,774 $6.56 Million
Q4 2022

Feb 08, 2023
BUY
$23.45 - $26.37 $218,530 - $245,742
9,319 Added 4.03%
240,819 $5.97 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-26,472 Reduced 10.26%
231,500 $5.43 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-27,071 Reduced 9.5%
257,972 $6.69 Million
Q1 2022

May 09, 2022
BUY
N/A
28,393 Added 11.06%
285,043 $8.25 Million
Q4 2021

Feb 04, 2022
BUY
N/A
22,695 Added 9.7%
256,650 $7.95 Million
Q3 2021

Oct 21, 2021
BUY
N/A
38,697 Added 19.82%
233,955 $7.54 Million
Q2 2021

Jul 27, 2021
BUY
N/A
44,033 Added 29.12%
195,258 $6.3 Million
Q1 2021

May 07, 2021
BUY
N/A
151,225 New
151,225 $4.65 Million

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
Track This Portfolio

Track Seven Springs Wealth Group, LLC Portfolio

Follow Seven Springs Wealth Group, 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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email