Steward Partners Investment Advisory, LLC Schwab Fundamental Emerging Mk Transaction History

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 660 shares of FNDE stock, worth $19,641. This represents 0.0% of its overall portfolio holdings.

Number of Shares

660

Previous 9 7233.33%

Holding current value

$19,641

Previous $0 Infinity%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$25.58 - $27.83 $16,652 - $18,117	651 Added 7233.33%	660 $18,000
Q2 2023 Aug 14, 2023	SELL	$25.72 - $27.75 $5,761 - $6,216	-224 Reduced 96.14%	9 $0
Q4 2022 Feb 15, 2023	SELL	$23.45 - $26.37 $1,313 - $1,476	-56 Reduced 19.38%	233 $5,000
Q2 2022 Aug 04, 2022	BUY	N/A	9 Added 3.21%	289 $7,000
Q1 2022 May 02, 2022	BUY	N/A	56 Added 25.0%	280 $8,000

Q3 2020 Oct 30, 2020	BUY	N/A	224 New	224 $5,000
Q1 2020 Apr 29, 2020	SELL	N/A	-12 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	12 New	12 $0
Q3 2017 Nov 22, 2017	SELL	N/A	-169 Closed	0 $0
Q2 2017 Nov 22, 2017	BUY	N/A	47 Added 38.52%	169 $4,000
Q1 2017 Nov 22, 2017	BUY	N/A	122	122 $3,000

Others Institutions Holding FNDE

# of Institutions

318

Shares Held

165M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Steward Partners Investment Advisory, LLC Schwab Fundamental Emerging Mk Transaction History