Sugarloaf Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 10,856 shares of FNDF stock, worth $423,601. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,856
Previous 10,540 3.0%
Holding current value
$423,601
Previous $393,000 8.4%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$32.92 - $37.15 $10,402 - $11,739
316 Added 3.0%
10,856 $360,000
Q3 2024

Oct 08, 2024
BUY
$33.67 - $37.71 $3,198 - $3,582
95 Added 0.91%
10,540 $393,000
Q4 2023

Jan 10, 2024
BUY
$30.23 - $33.77 $7,315 - $8,172
242 Added 2.37%
10,445 $352,000
Q2 2023

Jul 13, 2023
BUY
$30.91 - $33.09 $315,374 - $337,617
10,203 New
10,203 $329,000

Others Institutions Holding FNDF

# of Institutions
661
Shares Held
296M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
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