Foundations Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 111,347 shares of FNDA stock, worth $3.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
111,347
Previous 102,148 9.01%
Holding current value
$3.34 Million
Previous $3.03 Million 0.53%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$26.87 - $30.99 $247,177 - $285,077
9,199 Added 9.01%
111,347 $3.05 Million
Q4 2024

Jan 22, 2025
BUY
$29.26 - $59.11 $1.79 Million - $3.62 Million
61,170 Added 149.28%
102,148 $3.03 Million
Q3 2024

Oct 21, 2024
BUY
$54.26 - $60.01 $1.02 Million - $1.12 Million
18,746 Added 84.32%
40,978 $2.44 Million
Q2 2024

Aug 02, 2024
BUY
$52.82 - $57.21 $589,471 - $638,463
11,160 Added 100.79%
22,232 $1.22 Million
Q1 2024

May 13, 2024
BUY
$52.35 - $57.03 $579,619 - $631,436
11,072 New
11,072 $631,000

Others Institutions Holding FNDA

# of Institutions
457
Shares Held
248M
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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