Anchor Investment Management, LLC Schwab Fundamental U S Small C Transaction History

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q4 2024

A detailed history of Anchor Investment Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Anchor Investment Management, LLC holds 80 shares of FNDA stock, worth $2,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares
80
Previous 40 100.0%
Holding current value
$2,421
Previous $2.38 Million 0.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$29.26 - $59.11 $1,170 - $2,364
40 Added 100.0%
80 $2.38 Million
Q4 2023

Jan 02, 2024
BUY
$44.98 - $56.11 $1,799 - $2,244
40 New
40 $2.21 Million
Q1 2019

Jan 02, 2024
SELL
N/A
-10 Reduced 20.0%
40 $1.49 Million
Q3 2018

Jan 02, 2024
BUY
N/A
10 Added 25.0%
50 $2.04 Million

Others Institutions Holding FNDA

# of Institutions
468
Shares Held
245M
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 Anchor Investment Management, LLC Portfolio

Follow Anchor Investment Management, LLC 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 Anchor Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email