Clearview Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 6,739 shares of FNDA stock, worth $201,967. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,739
Previous 6,085 10.75%
Holding current value
$201,967
Previous $334,000 20.06%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Oct 15, 2024
BUY
$54.26 - $60.01 $35,486 - $39,246
654 Added 10.75%
6,739 $401,000
Q2 2024

Jul 31, 2024
BUY
$52.82 - $57.21 $321,409 - $348,122
6,085 New
6,085 $334,000

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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