Windsor Advisory Group, LLC Schwab Fundamental U S Small C Transaction History

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,970 shares of FNDA stock, worth $86,991. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,970
Holding current value
$86,991
% of portfolio
0.1%

Shares

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

Feb 14, 2025
BUY
$29.26 - $59.11 $86,902 - $175,556
2,970 New
2,970 $88.2 Million

Others Institutions Holding FNDA

# of Institutions
469
Shares Held
245M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, 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 Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email