Eq Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 60,501 shares of FNDA stock, worth $1.67 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
60,501
Previous 64,159 5.7%
Holding current value
$1.67 Million
Previous $1.91 Billion 13.04%
% of portfolio
1.32%
Previous 1.83%

Shares

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

Apr 22, 2025
SELL
$26.87 - $30.99 $98,290 - $113,361
-3,658 Reduced 5.7%
60,501 $1.66 Billion
Q4 2024

Jan 24, 2025
BUY
$29.26 - $59.11 $1.88 Million - $3.79 Million
64,159 New
64,159 $1.91 Billion

Others Institutions Holding FNDA

# of Institutions
455
Shares Held
247M
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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