Financial Perspectives, Inc Schwab Fundamental U S Small C Transaction History

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Perspectives, Inc holds 544 shares of FNDA stock, worth $15,863. This represents 0.01% of its overall portfolio holdings.

Number of Shares
544
Previous 544 -0.0%
Holding current value
$15,863
Previous $29.9 Million 8.47%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jan 09, 2024
SELL
$50.53 - $56.06 $1.37 Million - $1.51 Million
-27,015 Reduced 98.03%
544 $29.6 Million
Q1 2021

Jan 09, 2024
BUY
$42.36 - $53.44 $1.14 Million - $1.44 Million
27,015 Added 4965.99%
27,559 $544,000
Q4 2019

Jan 09, 2024
BUY
$36.37 - $40.34 $19,785 - $21,944
544 New
544 $21.9 Million

Others Institutions Holding FNDA

# of Institutions
429
Shares Held
123M
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 Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email