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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

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 67,516 shares of FNDA stock, worth $1.85 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

67,516

Previous 32,424 108.23%

Holding current value

$1.85 Million

Previous $1.93 Million 3.83%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

472

Shares Held

246M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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