Abound Wealth Management Schwab Fundamental U S Small C Transaction History

Abound Wealth Management

  • $301 Billion
  • Q3 2024

A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Abound Wealth Management holds 2,146 shares of FNDA stock, worth $68,393. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,146
Previous 2,139 0.33%
Holding current value
$68,393
Previous $117 Million 8.82%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2024
BUY
$54.26 - $60.01 $379 - $420
7 Added 0.33%
2,146 $128 Million
Q2 2024

Aug 09, 2024
SELL
$52.82 - $57.21 $3,222 - $3,489
-61 Reduced 2.77%
2,139 $117 Million
Q4 2023

Aug 08, 2024
BUY
$44.98 - $56.11 $92,838 - $115,811
2,064 Added 1517.65%
2,200 $122 Million
Q1 2023

Aug 07, 2024
BUY
$46.21 - $53.63 $6,284 - $7,293
136 New
136 $6.63 Million
Q2 2022

Aug 12, 2024
SELL
$44.28 - $53.81 $88,692 - $107,781
-2,003 Reduced 93.64%
136 $6.16 Million
Q4 2021

Aug 12, 2024
SELL
$52.31 - $57.77 $104,776 - $115,713
-2,003 Reduced 93.64%
136 $7.57 Million

Others Institutions Holding FNDA

# of Institutions
425
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
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management 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 Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email