Bartlett & Co. Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 972 shares of FNDA stock, worth $29,393. This represents 0.0% of its overall portfolio holdings.

Number of Shares
972
Previous 486 100.0%
Holding current value
$29,393
Previous $29 Million 0.29%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$29.26 - $59.11 $14,220 - $28,727
486 Added 100.0%
972 $28.9 Million
Q4 2022

Feb 14, 2024
BUY
$43.53 - $50.11 $21,155 - $24,353
486 New
486 $22.7 Million

Others Institutions Holding FNDA

# of Institutions
445
Shares Held
236M
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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