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

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 24, 2023
SELL
$46.21 - $53.63 $163,352 - $189,582
-3,535 Reduced 94.82%
193 $9,000
Q4 2022

Feb 14, 2023
BUY
$43.53 - $50.11 $153,878 - $177,138
3,535 Added 1831.61%
3,728 $174,000
Q4 2021

May 17, 2022
BUY
$52.31 - $57.77 $10,095 - $11,149
193 New
193 $11,000

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 Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email