Congress Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Congress Wealth Management LLC holds 37,345 shares of FNDA stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,345
Previous 38,462 2.9%
Holding current value
$1.13 Million
Previous $1.05 Million 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$23.85 - $28.69 $26,640 - $32,046
-1,117 Reduced 2.9%
37,345 $1.07 Million
Q1 2025

May 14, 2025
BUY
$26.87 - $30.99 $1.03 Million - $1.19 Million
38,462 New
38,462 $1.05 Million

Others Institutions Holding FNDA

# of Institutions
499
Shares Held
228M
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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