Aspire Wealth Management Corp Schwab Fundamental U S Small C Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Aspire Wealth Management Corp holds 13,484 shares of FNDA stock, worth $423,802. This represents 0.46% of its overall portfolio holdings.

Number of Shares
13,484
Previous 13,275 1.57%
Holding current value
$423,802
Previous $729,000 10.15%
% of portfolio
0.46%
Previous 0.44%

Shares

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

Oct 31, 2024
BUY
$54.26 - $60.01 $11,340 - $12,542
209 Added 1.57%
13,484 $803,000
Q2 2024

Aug 12, 2024
BUY
$52.82 - $57.21 $74,951 - $81,180
1,419 Added 11.97%
13,275 $729,000
Q1 2024

Apr 29, 2024
BUY
$52.35 - $57.03 $37,901 - $41,289
724 Added 6.5%
11,856 $676,000
Q4 2023

Jan 22, 2024
SELL
$44.98 - $56.11 $1,169 - $1,458
-26 Reduced 0.23%
11,132 $616,000
Q3 2023

Oct 30, 2023
BUY
$47.76 - $53.58 $54,876 - $61,563
1,149 Added 11.48%
11,158 $541,000
Q2 2023

Jul 27, 2023
BUY
$46.06 - $50.45 $81,295 - $89,044
1,765 Added 21.41%
10,009 $504,000
Q1 2023

May 04, 2023
BUY
$46.21 - $53.63 $123,380 - $143,192
2,670 Added 47.9%
8,244 $401,000
Q4 2022

Feb 06, 2023
SELL
$43.53 - $50.11 $6,311 - $7,265
-145 Reduced 2.54%
5,574 $260,000
Q3 2022

Nov 09, 2022
BUY
$42.52 - $52.23 $206,477 - $253,628
4,856 Added 562.69%
5,719 $243,000
Q2 2022

Aug 11, 2022
SELL
$44.28 - $53.81 $4,339 - $5,273
-98 Reduced 10.2%
863 $39,000
Q1 2022

May 03, 2022
SELL
$50.55 - $56.5 $144,825 - $161,872
-2,865 Reduced 74.88%
961 $51,000
Q4 2021

Mar 14, 2022
BUY
$52.31 - $57.77 $200,138 - $221,028
3,826 New
3,826 $213,000

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
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