Spire Wealth Management Schwab Fundamental U S Small C Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Spire Wealth Management holds 179 shares of FNDA stock, worth $5,219. This represents 0.0% of its overall portfolio holdings.

Number of Shares
179
Previous 818 78.12%
Holding current value
$5,219
Previous $44,000 77.27%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$54.26 - $60.01 $34,672 - $38,346
-639 Reduced 78.12%
179 $10,000
Q2 2024

Jul 31, 2024
SELL
$52.82 - $57.21 $1,478 - $1,601
-28 Reduced 3.31%
818 $44,000
Q1 2024

Apr 24, 2024
BUY
$52.35 - $57.03 $34,969 - $38,096
668 Added 375.28%
846 $48,000
Q4 2023

Feb 06, 2024
BUY
$44.98 - $56.11 $3,013 - $3,759
67 Added 60.36%
178 $9,000
Q3 2023

Nov 08, 2023
SELL
$47.76 - $53.58 $10,793 - $12,109
-226 Reduced 67.06%
111 $5,000
Q2 2023

Aug 09, 2023
SELL
$46.06 - $50.45 $64,069 - $70,175
-1,391 Reduced 80.5%
337 $17,000
Q1 2023

May 09, 2023
BUY
$46.21 - $53.63 $58,779 - $68,217
1,272 Added 278.95%
1,728 $84,000
Q4 2022

Feb 03, 2023
BUY
$43.53 - $50.11 $14,190 - $16,335
326 Added 250.77%
456 $21,000
Q3 2022

Nov 07, 2022
SELL
$42.52 - $52.23 $87,803 - $107,854
-2,065 Reduced 94.08%
130 $6,000
Q2 2022

Jul 22, 2022
SELL
$44.28 - $53.81 $336,926 - $409,440
-7,609 Reduced 77.61%
2,195 $99,000
Q1 2022

Apr 18, 2022
BUY
$50.55 - $56.5 $392,369 - $438,553
7,762 Added 380.12%
9,804 $524,000
Q4 2021

Jan 14, 2022
SELL
$52.31 - $57.77 $3,190 - $3,523
-61 Reduced 2.9%
2,042 $114,000
Q3 2021

Oct 22, 2021
SELL
$50.41 - $54.9 $63,919 - $69,613
-1,268 Reduced 37.61%
2,103 $111,000
Q2 2021

Jul 26, 2021
BUY
$50.53 - $56.06 $135,470 - $150,296
2,681 Added 388.55%
3,371 $183,000
Q1 2021

May 21, 2021
BUY
$42.36 - $53.44 $29,228 - $36,873
690 New
690 $35,000

Others Institutions Holding FNDA

# of Institutions
429
Shares Held
123M
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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