Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 12,216 shares of FNDE stock, worth $372,343. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,216

Previous 12,294 0.63%

Holding current value

$372,343

Previous $363,000 8.54%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$28.02 - $32.68 $2,185 - $2,549	-78 Reduced 0.63%	12,216 $394,000
Q2 2024 Jul 25, 2024	BUY	$27.2 - $30.7 $4,896 - $5,526	180 Added 1.49%	12,294 $363,000
Q1 2024 Apr 19, 2024	BUY	$25.58 - $27.83 $16,192 - $17,616	633 Added 5.51%	12,114 $336,000
Q4 2023 Jan 23, 2024	BUY	$25.33 - $27.18 $32,346 - $34,708	1,277 Added 12.51%	11,481 $311,000
Q3 2023 Oct 31, 2023	BUY	$26.05 - $28.35 $2,500 - $2,721	96 Added 0.95%	10,204 $267,000
Q2 2023 Jul 21, 2023	BUY	$25.72 - $27.75 $27,340 - $29,498	1,063 Added 11.75%	10,108 $270,000
Q1 2023 May 08, 2023	BUY	$24.92 - $27.41 $225,401 - $247,923	9,045 New	9,045 $235,000

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

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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Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History