A detailed history of Golden State Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 510 shares of FNDA stock, worth $15,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares
510
Holding current value
$15,509
% of portfolio
0.0%

Shares

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

Jan 28, 2025

BUY
$29.26 - $59.11 $14,922 - $30,146
510 New
510 $15.1 Million
Q1 2020

Apr 17, 2020

SELL
$22.56 - $40.75 $533,701 - $964,022
-23,657 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$36.37 - $40.34 $860,405 - $954,323
23,657 New
23,657 $951,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.