Atria Wealth Solutions, Inc. Schwab Fundamental U S Small C Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 87,555 shares of FNDA stock, worth $2.71 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
87,555
Previous 76,619 14.27%
Holding current value
$2.71 Million
Previous $2.1 Million 19.54%
% of portfolio
0.06%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$23.85 - $28.69 $260,823 - $313,753
10,936 Added 14.27%
87,555 $2.51 Million
Q1 2025

May 09, 2025
BUY
$26.87 - $30.99 $244,597 - $282,101
9,103 Added 13.48%
76,619 $2.1 Million
Q4 2024

Jan 31, 2025
BUY
$29.26 - $59.11 $1.03 Million - $2.07 Million
35,092 Added 108.23%
67,516 $2.01 Million
Q3 2024

Nov 08, 2024
BUY
$54.26 - $60.01 $235,379 - $260,323
4,338 Added 15.45%
32,424 $1.93 Million
Q2 2024

Jul 22, 2024
BUY
$52.82 - $57.21 $493,602 - $534,627
9,345 Added 49.86%
28,086 $1.54 Million
Q1 2024

May 13, 2024
BUY
$52.35 - $57.03 $981,091 - $1.07 Million
18,741 New
18,741 $1.07 Million
Q1 2023

Aug 22, 2023
BUY
$46.21 - $53.63 $235,255 - $273,030
5,091 New
5,091 $247,000
Q1 2023

Jun 14, 2023
SELL
$46.21 - $53.63 $10,027 - $11,637
-217 Reduced 4.26%
4,874 $237,000
Q1 2023

May 10, 2023
SELL
$46.21 - $53.63 $51,339 - $59,582
-1,111 Reduced 17.91%
5,091 $247,000
Q4 2022

Aug 30, 2023
BUY
$43.53 - $50.11 $212,165 - $244,236
4,874 New
4,874 $227,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $269,973 - $310,782
6,202 New
6,202 $289,000
Q2 2022

Aug 15, 2022
SELL
$44.28 - $53.81 $190,536 - $231,544
-4,303 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$50.55 - $56.5 $217,516 - $243,119
4,303 New
4,303 $230,000

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
  • Industry ETFs
More about FNDA
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