Farther Finance Advisors, LLC Schwab Fundamental U S Small C Transaction History

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 19,527 shares of FNDA stock, worth $495,204. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,527
Previous 20,042 2.57%
Holding current value
$495,204
Previous $595 Million 9.85%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 14, 2025
SELL
$26.87 - $30.99 $13,838 - $15,959
-515 Reduced 2.57%
19,527 $537 Million
Q4 2024

Feb 07, 2025
BUY
$29.26 - $59.11 $234,548 - $473,825
8,016 Added 66.66%
20,042 $595 Million
Q3 2024

Oct 28, 2024
SELL
$54.26 - $60.01 $325,071 - $359,519
-5,991 Reduced 33.25%
12,026 $716 Million
Q2 2024

Jul 31, 2024
BUY
$52.82 - $57.21 $194,377 - $210,532
3,680 Added 25.67%
18,017 $980 Million
Q1 2024

May 13, 2024
SELL
$52.35 - $57.03 $207,620 - $226,180
-3,966 Reduced 21.67%
14,337 $809 Million
Q4 2023

Feb 14, 2024
SELL
$44.98 - $56.11 $148,029 - $184,658
-3,291 Reduced 18.52%
14,475 $801 Million
Q3 2023

Nov 13, 2023
SELL
$47.76 - $53.58 $25,647 - $28,772
-537 Reduced 2.93%
17,766 $861 Million
Q2 2023

May 13, 2024
SELL
$46.06 - $50.45 $75,400 - $82,586
-1,637 Reduced 8.21%
18,303 $923 Million
Q2 2023

Sep 12, 2023
SELL
$46.06 - $50.45 $75,400 - $82,586
-1,637 Reduced 8.21%
18,303 $923 Million
Q1 2023

May 13, 2024
BUY
$46.21 - $53.63 $252,537 - $293,087
5,465 Added 37.75%
19,940 $970 Million
Q1 2023

Sep 12, 2023
SELL
$46.21 - $53.63 $138,029 - $160,192
-2,987 Reduced 13.03%
19,940 $970 Million
Q4 2022

Sep 11, 2023
BUY
$43.53 - $50.11 $998,012 - $1.15 Million
22,927 New
22,927 $1.07 Billion

Others Institutions Holding FNDA

# of Institutions
468
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
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email