Morling Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,600 shares of FNDA stock, worth $48,432. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,600
Previous 800 100.0%
Holding current value
$48,432
Previous $47,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 07, 2025
BUY
$29.26 - $59.11 $23,408 - $47,288
800 Added 100.0%
1,600 $47,000
Q3 2024

Oct 18, 2024
BUY
$54.26 - $60.01 $43,408 - $48,008
800 New
800 $47,000

Others Institutions Holding FNDA

# of Institutions
468
Shares Held
245M
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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