Wealth Enhancement Advisory Services, LLC Schwab Fundamental Emerging Mk Transaction History

Wealth Enhancement Advisory Services, LLC

  • $40.3 Billion
  • Q2 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 106,844 shares of FNDE stock, worth $3.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
106,844
Previous 111,731 4.37%
Holding current value
$3.49 Million
Previous $3.1 Million 1.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 16, 2024
SELL
$27.2 - $30.7 $132,926 - $150,030
-4,887 Reduced 4.37%
106,844 $3.16 Million
Q1 2024

Apr 15, 2024
SELL
$25.58 - $27.83 $85,155 - $92,646
-3,329 Reduced 2.89%
111,731 $3.1 Million
Q4 2023

Jan 30, 2024
BUY
$25.33 - $27.18 $170,293 - $182,731
6,723 Added 6.21%
115,060 $3.12 Million
Q3 2023

Nov 13, 2023
BUY
$26.05 - $28.35 $1.88 Million - $2.04 Million
71,982 Added 198.0%
108,337 $2.84 Million
Q2 2023

Jul 21, 2023
SELL
$25.72 - $27.75 $49,330 - $53,224
-1,918 Reduced 5.01%
36,355 $973,000
Q1 2023

Apr 25, 2023
BUY
$24.92 - $27.41 $320,222 - $352,218
12,850 Added 50.54%
38,273 $997,000
Q4 2022

Feb 01, 2023
SELL
$23.19 - $26.37 $9,299 - $10,574
-401 Reduced 1.55%
25,423 $629,000
Q3 2022

Oct 17, 2022
SELL
$23.43 - $26.69 $150,982 - $171,990
-6,444 Reduced 19.97%
25,824 $621,000
Q2 2022

Jul 18, 2022
BUY
$25.56 - $29.71 $1,993 - $2,317
78 Added 0.24%
32,268 $826,000
Q1 2022

Apr 18, 2022
SELL
$26.69 - $33.2 $219,391 - $272,904
-8,220 Reduced 20.34%
32,190 $953,000
Q4 2021

Feb 08, 2022
BUY
$30.22 - $33.49 $30,643 - $33,958
1,014 Added 2.57%
40,410 $1.3 Million
Q3 2021

Nov 03, 2021
SELL
$30.86 - $32.92 $339 - $362
-11 Reduced 0.03%
39,396 $1.31 Million
Q2 2021

Aug 10, 2021
BUY
$30.51 - $33.34 $194,592 - $212,642
6,378 Added 19.31%
39,407 $1.25 Million
Q1 2021

May 12, 2021
BUY
$28.31 - $31.2 $87,902 - $96,876
3,105 Added 10.38%
33,029 $1.02 Million
Q4 2020

Feb 10, 2021
BUY
$23.48 - $28.35 $32,308 - $39,009
1,376 Added 4.82%
29,924 $890,000
Q2 2020

Oct 13, 2020
BUY
$19.93 - $24.85 $568,961 - $709,417
28,548 New
28,548 $715,000
Q2 2020

Aug 10, 2020
SELL
$19.93 - $24.85 $762,721 - $951,009
-38,270 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$18.64 - $30.37 $8.3 Million - $13.5 Million
-445,129 Reduced 92.08%
38,270 $832,000
Q4 2019

Feb 05, 2020
BUY
$27.01 - $29.91 $2.31 Million - $2.56 Million
85,687 Added 21.54%
483,399 $14.4 Million
Q3 2019

Nov 06, 2019
BUY
$27.31 - $28.2 $1.76 Million - $1.81 Million
64,315 Added 19.29%
397,712 $11.1 Million
Q2 2019

Aug 02, 2019
BUY
N/A
294,484 Added 756.78%
333,397 $9.57 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-4,942 Reduced 11.27%
38,913 $1.11 Million
Q4 2018

Feb 04, 2019
BUY
N/A
43,855 New
43,855 $1.21 Million

Others Institutions Holding FNDE

# of Institutions
333
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email