Bridge Generations Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025

A detailed history of Bridge Generations Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 563 shares of FNDA stock, worth $15,544. This represents 0.01% of its overall portfolio holdings.

Number of Shares
563
Previous 217 159.45%
Holding current value
$15,544
Previous $6.43 Million 139.59%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 01, 2025
BUY
$26.87 - $30.99 $9,297 - $10,722
346 Added 159.45%
563 $15.4 Million
Q4 2024

Feb 13, 2025
BUY
$29.26 - $59.11 $6,349 - $12,826
217 New
217 $6.43 Million

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
Track This Portfolio

Track Bridge Generations Wealth Management LLC Portfolio

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

News

Stay updated on Bridge Generations Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email