Wcg Wealth Advisors LLC Schwab Fundamental Intl Large Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 16,530 shares of FNDF stock, worth $645,000. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,530

Previous 16,530 -0.0%

Holding current value

$645,000

Previous $597,000 -0.0%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$32.9 - $37.45 $22,174 - $25,241	674 Added 4.25%	16,530 $597,000
Q4 2024 Feb 18, 2025	SELL	$32.92 - $37.15 $1,283 - $1,448	-39 Reduced 0.25%	15,856 $526,000
Q3 2024 Nov 13, 2024	BUY	$33.67 - $37.71 $6,498 - $7,278	193 Added 1.23%	15,895 $594,000
Q2 2024 Aug 12, 2024	BUY	$34.19 - $36.51 $82,944 - $88,573	2,426 Added 18.27%	15,702 $550,000
Q1 2024 May 13, 2024	BUY	$32.59 - $35.65 $62,572 - $68,448	1,920 Added 16.91%	13,276 $472,000
Q4 2023 Feb 08, 2024	BUY	$30.23 - $33.77 $8,192 - $9,151	271 Added 2.44%	11,356 $383,000
Q3 2023 Nov 09, 2023	BUY	$31.51 - $33.54 $349,288 - $371,790	11,085 New	11,085 $351,000

Others Institutions Holding FNDF

# of Institutions

661

Shares Held

296M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Schwab Fundamental Intl Large Transaction History