Moisand Fitzgerald Tamayo, LLC Schwab Fundamental U S Small C Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $828 Million
  • Q4 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 184 shares of FNDA stock, worth $5,588. This represents 0.0% of its overall portfolio holdings.

Number of Shares
184
Previous 184 -0.0%
Holding current value
$5,588
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 04, 2025
BUY
$29.26 - $59.11 $2,691 - $5,438
92 Added 100.0%
184 $5,000
Q1 2024

Apr 16, 2024
SELL
$52.35 - $57.03 $2,303 - $2,509
-44 Reduced 32.35%
92 $5,000
Q4 2023

Jan 18, 2024
BUY
$44.98 - $56.11 $4,138 - $5,162
92 Added 209.09%
136 $7,000
Q2 2022

Aug 01, 2022
BUY
$44.28 - $53.81 $1,948 - $2,367
44 New
44 $2,000
Q1 2022

Apr 29, 2022
SELL
$50.55 - $56.5 $2,224 - $2,486
-44 Closed
0 $0
Q1 2021

May 03, 2021
SELL
$42.36 - $53.44 $14,105 - $17,795
-333 Reduced 88.33%
44 $2,000
Q4 2020

Feb 02, 2021
BUY
$33.5 - $43.02 $12,629 - $16,218
377 New
377 $16,000

Others Institutions Holding FNDA

# of Institutions
501
Shares Held
228M
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 Moisand Fitzgerald Tamayo, LLC Portfolio

Follow Moisand Fitzgerald Tamayo, 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 Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email