Golden State Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 48 shares of FNDA stock, worth $1,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 96 50.0%
Holding current value
$1,257
Previous $2,000 65650.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$26.87 - $30.99 $1,289 - $1,487
-48 Reduced 50.0%
48 $1.32 Million
Q1 2025

Apr 23, 2025
SELL
$26.87 - $30.99 $11,124 - $12,829
-414 Reduced 81.18%
96 $2,000
Q4 2024

Jan 28, 2025
BUY
$29.26 - $59.11 $14,922 - $30,146
510 New
510 $15.1 Million
Q1 2020

Apr 17, 2020
SELL
$22.56 - $40.75 $533,701 - $964,022
-23,657 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$36.37 - $40.34 $860,405 - $954,323
23,657 New
23,657 $951,000

Others Institutions Holding FNDA

# of Institutions
463
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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