Aptus Capital Advisors, LLC Schwab Fundamental U S Small C Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 890 shares of FNDA stock, worth $48,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares
890
Previous 991 10.19%
Holding current value
$48,318
Previous $54,000 7.41%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$52.35 - $57.03 $5,287 - $5,760
-101 Reduced 10.19%
890 $50,000
Q2 2023

Aug 11, 2023
BUY
$46.06 - $50.45 $34,545 - $37,837
750 Added 311.2%
991 $49,000
Q4 2020

Feb 10, 2021
SELL
N/A
-800 Reduced 76.85%
241 $10,000
Q2 2020

Jul 22, 2020
SELL
N/A
-654 Reduced 38.58%
1,041 $33,000
Q1 2020

May 07, 2020
SELL
N/A
-22 Reduced 1.28%
1,695 $43,000
Q4 2019

Feb 10, 2020
BUY
N/A
174 Added 11.28%
1,717 $69,000
Q3 2019

Nov 12, 2019
BUY
N/A
1,543 New
1,543 $58,000

Others Institutions Holding FNDA

# of Institutions
386
Shares Held
120M
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 Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email