Global Wealth Strategies & Associates Schwab Fundamental U S Small C Transaction History

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 646 shares of FNDA stock, worth $19,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares
646
Previous 322 100.62%
Holding current value
$19,644
Previous $19.2 Million 0.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 02, 2025
BUY
$29.26 - $59.11 $9,480 - $19,151
324 Added 100.62%
646 $19.2 Million
Q2 2023

Jul 05, 2023
SELL
$46.06 - $50.45 $875 - $958
-19 Reduced 5.57%
322 $16.2 Million
Q1 2023

Apr 03, 2023
BUY
$46.21 - $53.63 $877 - $1,018
19 Added 5.9%
341 $16.6 Million
Q4 2022

Jan 17, 2023
BUY
$43.53 - $50.11 $14,016 - $16,135
322 New
322 $15 Million

Others Institutions Holding FNDA

# of Institutions
437
Shares Held
130M
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 Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email