Cibc Private Wealth Group, LLC Schwab Fundamental U S Small C Transaction History

Cibc Private Wealth Group, LLC

  • $53.9 Billion
  • Q3 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 9,589 shares of FNDA stock, worth $286,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,589
Previous 10,115 5.2%
Holding current value
$286,806
Previous $555,000 2.88%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$54.26 - $60.01 $28,540 - $31,565
-526 Reduced 5.2%
9,589 $571,000
Q2 2024

Aug 09, 2024
SELL
$52.82 - $57.21 $17,641 - $19,108
-334 Reduced 3.2%
10,115 $555,000
Q1 2024

May 10, 2024
BUY
$52.35 - $57.03 $94,648 - $103,110
1,808 Added 20.92%
10,449 $595,000
Q4 2023

Feb 13, 2024
BUY
$44.98 - $56.11 $3,328 - $4,152
74 Added 0.86%
8,641 $478,000
Q3 2023

Nov 13, 2023
BUY
$47.76 - $53.58 $409,159 - $459,019
8,567 New
8,567 $415,000
Q3 2018

Nov 14, 2018
SELL
N/A
-522 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
N/A
522 New
522 $21,000

Others Institutions Holding FNDA

# of Institutions
429
Shares Held
122M
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
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