Bruce G. Allen Investments, LLC Schwab Fundamental U S Small C Transaction History

Bruce G. Allen Investments, LLC

$123 Billion
Q4 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 18,303 shares of FNDA stock, worth $514,680. This represents 0.44% of its overall portfolio holdings.

Number of Shares

18,303

Previous 9,131 100.45%

Holding current value

$514,680

Previous $544 Million 0.06%

% of portfolio

0.44%

Previous 0.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$29.26 - $59.11 $268,372 - $542,156	9,172 Added 100.45%	18,303 $544 Million
Q3 2024 Oct 08, 2024	BUY	$54.26 - $60.01 $168,151 - $185,970	3,099 Added 51.38%	9,131 $544 Million
Q2 2024 Jul 12, 2024	BUY	$52.82 - $57.21 $2,957 - $3,203	56 Added 0.94%	6,032 $331 Million
Q1 2024 Apr 10, 2024	BUY	$52.35 - $57.03 $40,623 - $44,255	776 Added 14.92%	5,976 $341 Million
Q4 2023 Jan 10, 2024	BUY	$44.98 - $56.11 $233,895 - $291,772	5,200 New	5,200 $288 Million

Others Institutions Holding FNDA

# of Institutions

472

Shares Held

245M

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 Bruce G. Allen Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bruce G. Allen Investments, LLC with notifications on news.

Account

Bruce G. Allen Investments, LLC Schwab Fundamental U S Small C Transaction History