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 24,069 shares of FNDE stock, worth $701,370. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,069
Previous 19,830 21.38%
Holding current value
$701,370
Previous $586,000 32.42%
% of portfolio
0.12%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$28.02 - $32.68 $118,776 - $138,530
4,239 Added 21.38%
24,069 $776,000
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

About SCHWAB FUNDAMENTAL EMERGING MK


  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, 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 Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.