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

Clay Northam Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Clay Northam Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 10,140 shares of FNDA stock, worth $302,070. This represents 0.43% of its overall portfolio holdings.

Number of Shares
10,140
Previous 10,240 0.98%
Holding current value
$302,070
Previous $583,000 4.63%
% of portfolio
0.43%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$52.82 - $57.21 $5,282 - $5,721
-100 Reduced 0.98%
10,140 $556,000
Q4 2022

Feb 14, 2023
SELL
$43.53 - $50.11 $13,059 - $15,033
-300 Reduced 2.85%
10,240 $478,000
Q1 2022

Apr 22, 2022
SELL
$50.55 - $56.5 $17,692 - $19,775
-350 Reduced 3.21%
10,540 $563,000
Q4 2021

Mar 15, 2022
BUY
$52.31 - $57.77 $569,655 - $629,115
10,890 New
10,890 $606,000

Others Institutions Holding FNDA

# of Institutions
428
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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