Evergreen Capital Management LLC Schwab Fundamental U S Small C Transaction History

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q3 2024

A detailed history of Evergreen Capital Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Evergreen Capital Management LLC holds 10,429 shares of FNDA stock, worth $320,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,429
Previous 10,424 0.05%
Holding current value
$320,274
Previous $572,000 8.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
BUY
$54.26 - $60.01 $271 - $300
5 Added 0.05%
10,429 $621,000
Q1 2024

May 15, 2024
BUY
$52.35 - $57.03 $104 - $114
2 Added 0.02%
10,424 $594,000
Q4 2023

Feb 14, 2024
BUY
$44.98 - $56.11 $88,835 - $110,817
1,975 Added 23.38%
10,422 $576,000
Q3 2023

Nov 14, 2023
BUY
$47.76 - $53.58 $103,161 - $115,732
2,160 Added 34.36%
8,447 $409,000
Q2 2023

Aug 14, 2023
BUY
$46.06 - $50.45 $289,579 - $317,179
6,287 New
6,287 $317,000

Others Institutions Holding FNDA

# of Institutions
430
Shares Held
129M
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
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More about FNDA
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