Larson Financial Group LLC Schwab Fundamental U S Small C Transaction History

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024

A detailed history of Larson Financial Group LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Larson Financial Group LLC holds 15,907 shares of FNDA stock, worth $434,897. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,907
Previous 4,088 289.11%
Holding current value
$434,897
Previous $243,000 94.24%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
$29.26 - $59.11 $345,823 - $698,621
11,819 Added 289.11%
15,907 $472,000
Q3 2024

Nov 12, 2024
SELL
$54.26 - $60.01 $36,028 - $39,846
-664 Reduced 13.97%
4,088 $243,000
Q2 2024

Aug 02, 2024
BUY
$52.82 - $57.21 $228,763 - $247,776
4,331 Added 1028.74%
4,752 $260,000
Q1 2024

May 03, 2024
SELL
$52.35 - $57.03 $400,896 - $436,735
-7,658 Reduced 94.79%
421 $24,000
Q4 2023

Feb 01, 2024
BUY
$44.98 - $56.11 $281,529 - $351,192
6,259 Added 343.9%
8,079 $447,000
Q3 2023

Nov 03, 2023
BUY
$47.76 - $53.58 $72,881 - $81,763
1,526 Added 519.05%
1,820 $88,000
Q2 2023

Aug 03, 2023
SELL
$46.06 - $50.45 $37,078 - $40,612
-805 Reduced 73.25%
294 $14,000
Q1 2023

May 04, 2023
BUY
$46.21 - $53.63 $138 - $160
3 Added 0.27%
1,099 $53,000
Q4 2022

Feb 03, 2023
BUY
$43.53 - $50.11 $87 - $100
2 Added 0.18%
1,096 $51,000
Q3 2022

Nov 03, 2022
BUY
$42.52 - $52.23 $8,929 - $10,968
210 Added 23.76%
1,094 $47,000
Q2 2022

Aug 04, 2022
BUY
$44.28 - $53.81 $36,353 - $44,178
821 Added 1303.17%
884 $40,000
Q1 2022

May 05, 2022
BUY
$50.55 - $56.5 $3,184 - $3,559
63 New
63 $3,000
Q1 2020

Apr 09, 2020
SELL
$22.56 - $40.75 $789 - $1,426
-35 Closed
0 $0
Q4 2019

Jan 10, 2020
BUY
$36.37 - $40.34 $1,272 - $1,411
35 New
35 $1,000

Others Institutions Holding FNDA

# of Institutions
472
Shares Held
245M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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