Bordeaux Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 7,304 shares of FNDA stock, worth $223,283. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,304
Holding current value
$223,283
% of portfolio
0.03%

Shares

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

Jan 30, 2025
BUY
$29.26 - $59.11 $213,715 - $431,739
7,304 New
7,304 $216,000

Others Institutions Holding FNDA

# of Institutions
443
Shares Held
234M
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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