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

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 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 49,733 shares of FNDA stock, worth $1.49 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
49,733
Previous 49,796 0.13%
Holding current value
$1.49 Million
Previous $2.73 Million 8.34%
% of portfolio
0.14%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
428
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
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