Brightwater Advisory LLC Schwab Fundamental U S Small C Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Brightwater Advisory LLC holds 80,619 shares of FNDA stock, worth $2.57 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
80,619
Previous 83,937 3.95%
Holding current value
$2.57 Million
Previous $4.61 Billion 4.18%
% of portfolio
3.53%
Previous 3.56%

Shares

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

Oct 08, 2024
SELL
$54.26 - $60.01 $180,034 - $199,113
-3,318 Reduced 3.95%
80,619 $4.8 Billion
Q2 2024

Sep 10, 2024
BUY
$52.82 - $57.21 $4.43 Million - $4.8 Million
83,937 New
83,937 $4.61 Billion
Q1 2024

Oct 02, 2024
BUY
$52.35 - $57.03 $125,954 - $137,214
2,406 Added 2.87%
86,343 $4.92 Billion

Others Institutions Holding FNDA

# of Institutions
427
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
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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