Avantax Advisory Services, Inc. Schwab Fundamental U S Small C Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,034 shares of FNDA stock, worth $596,812. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,034

Previous 18,770 6.73%

Holding current value

$596,812

Previous $1.03 Million 15.83%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$54.26 - $60.01 $68,584 - $75,852	1,264 Added 6.73%	20,034 $1.19 Million
Q2 2024 Aug 09, 2024	BUY	$52.82 - $57.21 $179,112 - $193,999	3,391 Added 22.05%	18,770 $1.03 Million
Q1 2024 May 08, 2024	BUY	$52.35 - $57.03 $443,823 - $483,500	8,478 Added 122.85%	15,379 $877,000
Q4 2023 Feb 07, 2024	SELL	$44.98 - $56.11 $336,630 - $419,927	-7,484 Reduced 52.03%	6,901 $381,000
Q3 2023 Nov 07, 2023	SELL	$47.76 - $53.58 $207,373 - $232,644	-4,342 Reduced 23.19%	14,385 $697,000
Q2 2023 Aug 11, 2023	BUY	$46.06 - $50.45 $101,332 - $110,990	2,200 Added 13.31%	18,727 $944,000
Q1 2023 Apr 28, 2023	BUY	$46.21 - $53.63 $27,587 - $32,017	597 Added 3.75%	16,527 $804,000
Q4 2022 Feb 13, 2023	BUY	$43.53 - $50.11 $78,832 - $90,749	1,811 Added 12.83%	15,930 $744,000
Q3 2022 Nov 01, 2022	SELL	$42.52 - $52.23 $99,539 - $122,270	-2,341 Reduced 14.22%	14,119 $600,000
Q2 2022 Aug 02, 2022	BUY	$44.28 - $53.81 $475,257 - $577,542	10,733 Added 187.41%	16,460 $745,000
Q1 2022 Apr 27, 2022	BUY	$50.55 - $56.5 $289,499 - $323,575	5,727 New	5,727 $307,000
Q4 2020 Jan 22, 2021	SELL	$33.5 - $43.02 $1.8 Million - $2.32 Million	-53,819 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$30.58 - $35.51 $1.65 Million - $1.91 Million	53,819 New	53,819 $1.78 Million

Others Institutions Holding FNDA

# of Institutions

428

Shares Held

122M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Avantax Advisory Services, Inc. Schwab Fundamental U S Small C Transaction History