Capasso Planning Partners LLC Schwab Fundamental U S Small C Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 5,428 shares of FNDA stock, worth $161,645. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,428
Previous 4,907 10.62%
Holding current value
$161,645
Previous $269,000 20.07%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Dec 02, 2024
BUY
$54.26 - $60.01 $28,269 - $31,265
521 Added 10.62%
5,428 $323,000
Q2 2024

Dec 02, 2024
BUY
$52.82 - $57.21 $259,187 - $280,729
4,907 New
4,907 $269,000

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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