Sowell Financial Services LLC Schwab Fundamental U S Small C Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sowell Financial Services LLC holds 114,536 shares of FNDA stock, worth $3.46 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

114,536

Previous 49,733 130.3%

Holding current value

$3.46 Million

Previous $2.96 Million 14.82%

% of portfolio

0.18%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$29.26 - $59.11 $1.9 Million - $3.83 Million	64,803 Added 130.3%	114,536 $3.4 Million
Q3 2024 Oct 04, 2024	SELL	$54.26 - $60.01 $3,418 - $3,780	-63 Reduced 0.13%	49,733 $2.96 Million
Q2 2024 Aug 13, 2024	SELL	$52.82 - $57.21 $128,827 - $139,535	-2,439 Reduced 4.67%	49,796 $2.73 Million
Q1 2024 May 03, 2024	BUY	$52.35 - $57.03 $19,003 - $20,701	363 Added 0.7%	52,235 $2.98 Million
Q4 2023 Jan 24, 2024	BUY	$44.98 - $56.11 $2.33 Million - $2.91 Million	51,872 New	51,872 $2.87 Million
Q2 2023 Aug 14, 2023	BUY	$46.06 - $50.45 $2.52 Million - $2.76 Million	54,787 New	54,787 $2.76 Million

Others Institutions Holding FNDA

# of Institutions

445

Shares Held

236M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Schwab Fundamental U S Small C Transaction History