Spire Wealth Management Schwab Fundamental Emerging Mk Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Spire Wealth Management holds 1,305 shares of FNDE stock, worth $39,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,305

Previous 164 695.73%

Holding current value

$39,371

Previous $4,000 800.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$25.58 - $27.83 $29,186 - $31,754	1,141 Added 695.73%	1,305 $36,000
Q4 2023 Feb 06, 2024	BUY	$25.33 - $27.18 $2,659 - $2,853	105 Added 177.97%	164 $4,000
Q3 2023 Nov 08, 2023	SELL	$26.05 - $28.35 $4,636 - $5,046	-178 Reduced 75.11%	59 $1,000
Q2 2023 Aug 09, 2023	SELL	$25.72 - $27.75 $77,571 - $83,694	-3,016 Reduced 92.71%	237 $6,000
Q1 2023 May 09, 2023	BUY	$24.92 - $27.41 $66,212 - $72,828	2,657 Added 445.81%	3,253 $84,000

Q4 2022 Feb 03, 2023	SELL	$23.45 - $26.37 $234 - $263	-10 Reduced 1.65%	596 $15,000
Q3 2022 Nov 07, 2022	SELL	N/A	-847 Reduced 58.29%	606 $14,000
Q2 2022 Jul 22, 2022	SELL	N/A	-7,295 Reduced 83.39%	1,453 $38,000
Q1 2022 Apr 18, 2022	BUY	N/A	4,116 Added 88.86%	8,748 $253,000
Q4 2021 Jan 14, 2022	BUY	N/A	210 Added 4.75%	4,632 $144,000
Q3 2021 Oct 22, 2021	SELL	N/A	-2,591 Reduced 36.95%	4,422 $143,000
Q2 2021 Jul 26, 2021	BUY	N/A	3,986 Added 131.68%	7,013 $226,000
Q1 2021 May 21, 2021	BUY	N/A	3,027 New	3,027 $93,000

Others Institutions Holding FNDE

# of Institutions

319

Shares Held

165M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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Spire Wealth Management Schwab Fundamental Emerging Mk Transaction History