Advisor Net Financial, Inc Schwab Fundamental U S Small C Transaction History

Advisor Net Financial, Inc

  • $1.13 Billion
  • Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Advisor Net Financial, Inc holds 21,337 shares of FNDA stock, worth $643,737. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,337
Previous 11,086 92.47%
Holding current value
$643,737
Previous $660,000 4.09%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 13, 2025
BUY
$29.26 - $59.11 $299,944 - $605,936
10,251 Added 92.47%
21,337 $633,000
Q3 2024

Oct 15, 2024
SELL
$54.26 - $60.01 $8,301 - $9,181
-153 Reduced 1.36%
11,086 $660,000
Q2 2024

Jul 16, 2024
BUY
$52.82 - $57.21 $4,965 - $5,377
94 Added 0.84%
11,239 $617,000
Q1 2024

Apr 12, 2024
BUY
$52.35 - $57.03 $4,345 - $4,733
83 Added 0.75%
11,145 $635,000
Q4 2023

Jan 19, 2024
SELL
$44.98 - $56.11 $34,004 - $42,419
-756 Reduced 6.4%
11,062 $612,000
Q3 2023

Oct 12, 2023
BUY
$47.76 - $53.58 $21,157 - $23,735
443 Added 3.89%
11,818 $573,000
Q2 2023

Jul 14, 2023
BUY
$46.06 - $50.45 $1,980 - $2,169
43 Added 0.38%
11,375 $573,000
Q1 2023

Apr 28, 2023
BUY
$46.21 - $53.63 $1,524 - $1,769
33 Added 0.29%
11,332 $551,000
Q4 2022

Jan 13, 2023
SELL
$43.53 - $50.11 $5,441 - $6,263
-125 Reduced 1.09%
11,299 $0
Q3 2022

Oct 04, 2022
BUY
$42.52 - $52.23 $9,779 - $12,012
230 Added 2.05%
11,424 $486,000
Q2 2022

Jul 07, 2022
SELL
$44.28 - $53.81 $44,589 - $54,186
-1,007 Reduced 8.25%
11,194 $507,000
Q1 2022

Apr 14, 2022
BUY
$50.55 - $56.5 $556 - $621
11 Added 0.09%
12,201 $652,000
Q4 2021

Jan 19, 2022
SELL
$52.31 - $57.77 $23,957 - $26,458
-458 Reduced 3.62%
12,190 $678,000
Q3 2021

Oct 15, 2021
BUY
$50.41 - $54.9 $3,024 - $3,294
60 Added 0.48%
12,648 $666,000
Q2 2021

Jul 06, 2021
BUY
$50.53 - $56.06 $1,263 - $1,401
25 Added 0.2%
12,588 $685,000
Q1 2021

Apr 14, 2021
BUY
$42.36 - $53.44 $931 - $1,175
22 Added 0.18%
12,563 $636,000
Q4 2020

Feb 04, 2021
BUY
$33.5 - $43.02 $1,474 - $1,892
44 Added 0.35%
12,541 $538,000
Q3 2020

Nov 06, 2020
BUY
$30.58 - $35.51 $1,498 - $1,739
49 Added 0.39%
12,497 $413,000
Q2 2020

Aug 26, 2020
SELL
$23.69 - $35.9 $25,016 - $37,910
-1,056 Reduced 7.82%
12,448 $395,000
Q1 2020

May 14, 2020
SELL
$22.56 - $40.75 $10,039 - $18,133
-445 Reduced 3.19%
13,504 $349,000
Q4 2019

Feb 12, 2020
BUY
$36.37 - $40.34 $2,436 - $2,702
67 Added 0.48%
13,949 $561,000
Q3 2019

Oct 23, 2019
BUY
$37.63 - $38.85 $59,718 - $61,654
1,587 Added 12.91%
13,882 $524,000
Q2 2019

Jul 15, 2019
BUY
N/A
13 Added 0.11%
12,295 $463,000
Q1 2019

May 14, 2019
BUY
N/A
11 Added 0.09%
12,282 $457,000
Q4 2018

Feb 08, 2019
BUY
N/A
53 Added 0.43%
12,271 $403,000
Q3 2018

Nov 14, 2018
BUY
N/A
750 Added 6.54%
12,218 $498,000
Q4 2017

Feb 27, 2018
BUY
N/A
11,468
11,468 $435,000

Others Institutions Holding FNDA

# of Institutions
467
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 Advisor Net Financial, Inc Portfolio

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

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email