Pacific Capital Wealth Advisors, Inc Schwab Fundamental U S Small C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,268 shares of FNDA stock, worth $38,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,268
Previous 634 100.0%
Holding current value
$38,940
Previous $37,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$29.26 - $59.11 $18,550 - $37,475
634 Added 100.0%
1,268 $37,000
Q2 2024

Aug 06, 2024
SELL
$52.82 - $57.21 $7,447 - $8,066
-141 Reduced 18.19%
634 $34,000
Q4 2023

Feb 06, 2024
BUY
$44.98 - $56.11 $34,859 - $43,485
775 New
775 $42,000

Others Institutions Holding FNDA

# of Institutions
430
Shares Held
129M
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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