Bruce G. Allen Investments, LLC Schwab Fundamental U S Small C Transaction History

Bruce G. Allen Investments, LLC

  • $129 Billion
  • Q3 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 9,131 shares of FNDA stock, worth $271,921. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,131
Previous 6,032 51.38%
Holding current value
$271,921
Previous $331 Million 64.2%
% of portfolio
0.42%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$54.26 - $60.01 $168,151 - $185,970
3,099 Added 51.38%
9,131 $544 Million
Q2 2024

Jul 12, 2024
BUY
$52.82 - $57.21 $2,957 - $3,203
56 Added 0.94%
6,032 $331 Million
Q1 2024

Apr 10, 2024
BUY
$52.35 - $57.03 $40,623 - $44,255
776 Added 14.92%
5,976 $341 Million
Q4 2023

Jan 10, 2024
BUY
$44.98 - $56.11 $233,895 - $291,772
5,200 New
5,200 $288 Million

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
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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