Atlas Capital Advisors LLC Schwab Fundamental U S Small C Transaction History

Atlas Capital Advisors LLC

  • $800 Billion
  • Q1 2025

A detailed history of Atlas Capital Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 215 shares of FNDA stock, worth $5,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215
Previous 215 -0.0%
Holding current value
$5,966
Previous $6.4 Million 7.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 12, 2025
BUY
$29.26 - $59.11 $3,160 - $6,383
108 Added 100.93%
215 $6.4 Million
Q3 2024

Nov 05, 2024
BUY
$54.26 - $60.01 $54 - $60
1 Added 0.94%
107 $6.39 Million
Q2 2024

Jul 29, 2024
SELL
$52.82 - $57.21 $5,598 - $6,064
-106 Reduced 50.0%
106 $5.85 Million
Q4 2020

Feb 16, 2021
BUY
$33.5 - $43.02 $7,102 - $9,120
212 New
212 $0
Q3 2020

Oct 23, 2020
SELL
$30.58 - $35.51 $6,513 - $7,563
-213 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$22.56 - $40.75 $22 - $40
1 Added 0.47%
213 $0
Q2 2019

Jul 25, 2019
BUY
N/A
212 New
212 $0

Others Institutions Holding FNDA

# of Institutions
454
Shares Held
247M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
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