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

Bordeaux Wealth Advisors LLC

  • $538 Million
  • Q1 2025

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 8,372 shares of FNDA stock, worth $245,299. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,372
Previous 7,304 14.62%
Holding current value
$245,299
Previous $216,000 6.02%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$26.87 - $30.99 $28,697 - $33,097
1,068 Added 14.62%
8,372 $229,000
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
455
Shares Held
247M
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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