International Private Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History

International Private Wealth Advisors LLC

$100 Billion
Q4 2024

A detailed history of International Private Wealth Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 7,383 shares of FNDA stock, worth $223,261. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,383

Previous 3,537 108.74%

Holding current value

$223,261

Previous $211 Million 4.07%

% of portfolio

0.22%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$29.26 - $59.11 $112,533 - $227,337	3,846 Added 108.74%	7,383 $219 Million
Q3 2024 Nov 06, 2024	SELL	$54.26 - $60.01 $7,976 - $8,821	-147 Reduced 3.99%	3,537 $211 Million
Q2 2024 Jul 31, 2024	SELL	$52.82 - $57.21 $19,120 - $20,710	-362 Reduced 8.95%	3,684 $202 Million
Q1 2024 May 10, 2024	SELL	$52.35 - $57.03 $5,025 - $5,474	-96 Reduced 2.32%	4,046 $231 Million
Q4 2023 May 10, 2024	BUY	$44.98 - $56.11 $186,307 - $232,407	4,142 New	4,142 $229 Million

Others Institutions Holding FNDA

# of Institutions

445

Shares Held

237M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

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

News

Stay updated on International Private Wealth Advisors LLC with notifications on news.

Account

International Private Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History