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

Clay Northam Wealth Management, LLC

  • $152 Million
  • Q4 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 19,605 shares of FNDA stock, worth $551,292. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,605
Previous 10,240 91.46%
Holding current value
$551,292
Previous $609,000 4.43%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Jan 24, 2025
BUY
$29.26 - $59.11 $274,019 - $553,565
9,365 Added 91.46%
19,605 $582,000
Q3 2024

Jan 06, 2025
BUY
$54.26 - $60.01 $5,426 - $6,001
100 Added 0.99%
10,240 $609,000
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
471
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
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