Synergy Asset Management, LLC Schwab Fundamental Emerging Mk Transaction History

Synergy Asset Management, LLC

  • $620 Million
  • Q2 2024

A detailed history of Synergy Asset Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Synergy Asset Management, LLC holds 19,830 shares of FNDE stock, worth $666,684. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,830
Previous 16,522 20.02%
Holding current value
$666,684
Previous $458,000 27.95%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$27.2 - $30.7 $89,977 - $101,555
3,308 Added 20.02%
19,830 $586,000
Q1 2024

Apr 18, 2024
BUY
$25.58 - $27.83 $117,974 - $128,351
4,612 Added 38.72%
16,522 $458,000
Q4 2023

Jan 19, 2024
BUY
$25.33 - $27.18 $301,680 - $323,713
11,910 New
11,910 $323,000

Others Institutions Holding FNDE

# of Institutions
334
Shares Held
162M
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
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