Fin Trust Capital Advisors, LLC Schwab Fundamental U S Small C Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 955 shares of FNDA stock, worth $28,812. This represents 0.01% of its overall portfolio holdings.

Number of Shares
955
Previous 955 -0.0%
Holding current value
$28,812
Previous $52,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$44.98 - $56.11 $12,459 - $15,542
-277 Reduced 22.48%
955 $52,000
Q3 2023

Oct 24, 2023
BUY
$47.76 - $53.58 $2,674 - $3,000
56 Added 4.76%
1,232 $59,000
Q4 2022

Feb 14, 2023
BUY
$43.53 - $50.11 $41,571 - $47,855
955 Added 432.13%
1,176 $54,000
Q2 2022

Jul 26, 2022
BUY
$44.28 - $53.81 $9,785 - $11,892
221 New
221 $10,000

Others Institutions Holding FNDA

# of Institutions
466
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 Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital 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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email