Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Small C Transaction History

Dhjj Financial Advisors, Ltd.

  • $229 Million
  • Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 4,073 shares of FNDA stock, worth $122,882. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,073
Previous 2,032 100.44%
Holding current value
$122,882
Previous $121,000 0.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 29, 2025
BUY
$29.26 - $59.11 $59,719 - $120,643
2,041 Added 100.44%
4,073 $120,000
Q3 2024

Oct 22, 2024
BUY
$54.26 - $60.01 $379 - $420
7 Added 0.35%
2,032 $121,000
Q1 2024

Apr 11, 2024
SELL
$52.35 - $57.03 $8,323 - $9,067
-159 Reduced 7.28%
2,025 $115,000
Q4 2023

Jan 29, 2024
SELL
$44.98 - $56.11 $1,754 - $2,188
-39 Reduced 1.75%
2,184 $120,000
Q3 2023

Oct 10, 2023
BUY
$47.76 - $53.58 $106,170 - $119,108
2,223 New
2,223 $107,000

Others Institutions Holding FNDA

# of Institutions
467
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
Track This Portfolio

Track Dhjj Financial Advisors, Ltd. Portfolio

Follow Dhjj Financial Advisors, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dhjj Financial Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Dhjj Financial Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email