Axxcess Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 28,852 shares of FNDA stock, worth $798,334. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,852
Previous 13,820 108.77%
Holding current value
$798,334
Previous $823,000 4.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 10, 2025
BUY
$29.26 - $59.11 $439,836 - $888,541
15,032 Added 108.77%
28,852 $856,000
Q3 2024

Nov 04, 2024
SELL
$54.26 - $60.01 $7,976 - $8,821
-147 Reduced 1.05%
13,820 $823,000
Q2 2024

Aug 09, 2024
SELL
$52.82 - $57.21 $28,945 - $31,351
-548 Reduced 3.78%
13,967 $767,000
Q1 2024

May 14, 2024
SELL
$52.35 - $57.03 $82,870 - $90,278
-1,583 Reduced 9.83%
14,515 $827,000
Q4 2023

Feb 06, 2024
SELL
$44.98 - $56.11 $280,810 - $350,294
-6,243 Reduced 27.94%
16,098 $891,000
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $11,080 - $12,430
-232 Reduced 1.03%
22,341 $1.08 Million
Q2 2023

Aug 08, 2023
SELL
$46.06 - $50.45 $26,714 - $29,261
-580 Reduced 2.51%
22,573 $1.14 Million
Q1 2023

May 03, 2023
SELL
$46.21 - $53.63 $5,406 - $6,274
-117 Reduced 0.5%
23,153 $1.13 Million
Q4 2022

Feb 14, 2023
SELL
$43.53 - $50.11 $38,785 - $44,648
-891 Reduced 3.69%
23,270 $1.09 Million
Q3 2022

Nov 14, 2022
SELL
$42.52 - $52.23 $31,379 - $38,545
-738 Reduced 2.96%
24,161 $1.03 Million
Q2 2022

Aug 11, 2022
SELL
$44.28 - $53.81 $99,054 - $120,372
-2,237 Reduced 8.24%
24,899 $1.13 Million
Q1 2022

Aug 11, 2022
SELL
$50.55 - $56.5 $20,674 - $23,108
-409 Reduced 1.48%
27,136 $1.45 Million
Q4 2021

Aug 11, 2022
BUY
$52.31 - $57.77 $1.44 Million - $1.59 Million
27,545 New
27,545 $1.53 Million

Others Institutions Holding FNDA

# of Institutions
472
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
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