Magnolia Private Wealth, LLC Schwab Fundamental U S Small C Transaction History

Magnolia Private Wealth, LLC

  • $129 Billion
  • Q2 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 12,304 shares of FNDA stock, worth $384,253. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,304
Previous 13,706 10.23%
Holding current value
$384,253
Previous $375 Million 6.1%
% of portfolio
0.27%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$23.85 - $28.69 $33,437 - $40,223
-1,402 Reduced 10.23%
12,304 $353 Million
Q1 2025

Apr 15, 2025
SELL
$26.87 - $30.99 $122,285 - $141,035
-4,551 Reduced 24.93%
13,706 $375 Million
Q4 2024

Feb 04, 2025
BUY
$29.26 - $59.11 $534,199 - $1.08 Million
18,257 New
18,257 $542 Million

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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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