Wade Financial Advisory, Inc Schwab Fundamental U S Broad M Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 46,158 shares of FNDB stock, worth $1.12 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
46,158
Previous 15,386 200.0%
Holding current value
$1.12 Million
Previous $1.08 Million 0.83%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Jan 22, 2025
BUY
$23.07 - $70.32 $709,910 - $2.16 Million
30,772 Added 200.0%
46,158 $1.07 Million
Q3 2024

Oct 28, 2024
SELL
$64.17 - $70.37 $20,213 - $22,166
-315 Reduced 2.01%
15,386 $1.08 Million
Q2 2024

Jul 25, 2024
SELL
$62.66 - $66.26 $13,847 - $14,643
-221 Reduced 1.39%
15,701 $1.03 Million
Q4 2023

Feb 09, 2024
SELL
$52.56 - $61.29 $11,247 - $13,116
-214 Reduced 1.33%
15,922 $972,000
Q3 2023

Oct 10, 2023
SELL
$54.9 - $58.95 $97,996 - $105,225
-1,785 Reduced 9.96%
16,136 $888,000
Q2 2023

Aug 09, 2023
SELL
$52.94 - $56.74 $65,645 - $70,357
-1,240 Reduced 6.47%
17,921 $1.02 Million
Q1 2023

Apr 07, 2023
SELL
$51.7 - $56.94 $723 - $797
-14 Reduced 0.07%
19,161 $1.04 Million
Q4 2022

Jan 12, 2023
SELL
$47.77 - $55.73 $330,616 - $385,707
-6,921 Reduced 26.52%
19,175 $0
Q3 2022

Oct 26, 2022
SELL
$47.13 - $56.11 $131,634 - $156,715
-2,793 Reduced 9.67%
26,096 $1.23 Million
Q2 2022

Aug 05, 2022
BUY
$49.26 - $58.47 $838,602 - $995,393
17,024 Added 143.48%
28,889 $1.45 Million
Q1 2022

Apr 21, 2022
BUY
$54.81 - $59.23 $32,118 - $34,708
586 Added 5.2%
11,865 $685,000
Q4 2019

Feb 11, 2020
BUY
$37.81 - $42.27 $426,458 - $476,763
11,279 New
11,279 $475,000

Others Institutions Holding FNDB

# of Institutions
142
Shares Held
5.53M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
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