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

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

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 73,130 shares of FNDA stock, worth $2.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
73,130
Previous 58,269 25.5%
Holding current value
$2.22 Million
Previous $1.6 Million 31.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$23.85 - $28.69 $354,434 - $426,362
14,861 Added 25.5%
73,130 $2.1 Million
Q1 2025

May 06, 2025
BUY
$26.87 - $30.99 $107,291 - $123,743
3,993 Added 7.36%
58,269 $1.6 Million
Q4 2024

Feb 07, 2025
BUY
$29.26 - $59.11 $1 Million - $2.02 Million
34,242 Added 170.92%
54,276 $1.61 Million
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
501
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email