Axxcess Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Axxcess Wealth Management, LLC

  • $3.47 Billion
  • Q1 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,515 shares of FNDA stock, worth $797,163. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,515
Previous 16,098 9.83%
Holding current value
$797,163
Previous $891,000 7.18%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$52.35 - $57.03 $82,870 - $90,278
-1,583 Reduced 9.83%
14,515 $827,000
Q4 2023

Feb 06, 2024
SELL
$44.98 - $56.11 $280,810 - $350,294
-6,243 Reduced 27.94%
16,098 $891,000
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $11,080 - $12,430
-232 Reduced 1.03%
22,341 $1.08 Million
Q2 2023

Aug 08, 2023
SELL
$46.06 - $50.45 $26,714 - $29,261
-580 Reduced 2.51%
22,573 $1.14 Million
Q1 2023

May 03, 2023
SELL
$46.21 - $53.63 $5,406 - $6,274
-117 Reduced 0.5%
23,153 $1.13 Million
Q4 2022

Feb 14, 2023
SELL
$45.89 - $50.11 $40,887 - $44,648
-891 Reduced 3.69%
23,270 $1.09 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-738 Reduced 2.96%
24,161 $1.03 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-2,237 Reduced 8.24%
24,899 $1.13 Million
Q1 2022

Aug 11, 2022
SELL
N/A
-409 Reduced 1.48%
27,136 $1.45 Million
Q4 2021

Aug 11, 2022
BUY
N/A
27,545 New
27,545 $1.53 Million

Others Institutions Holding FNDA

# of Institutions
384
Shares Held
120M
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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email