Ever Source Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,130 shares of FNDA stock, worth $32,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,130
Previous 565 100.0%
Holding current value
$32,883
Previous $33,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025
BUY
$29.26 - $59.11 $16,531 - $33,397
565 Added 100.0%
1,130 $33,000
Q2 2024

Aug 13, 2024
BUY
$52.82 - $57.21 $24,719 - $26,774
468 Added 482.47%
565 $31,000
Q1 2024

Jun 11, 2024
SELL
$52.35 - $57.03 $7,695 - $8,383
-147 Reduced 60.25%
97 $5,000
Q4 2023

Feb 09, 2024
BUY
$44.98 - $56.11 $6,612 - $8,248
147 Added 151.55%
244 $13,000
Q3 2023

Nov 03, 2023
BUY
$47.76 - $53.58 $4,632 - $5,197
97 New
97 $4,000

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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email