Capital Advisors Inc Schwab Fundamental U S Small C Transaction History

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024

A detailed history of Capital Advisors Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Advisors Inc holds 5,251 shares of FNDA stock, worth $155,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,251
Previous 4,872 7.78%
Holding current value
$155,272
Previous $267,000 16.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024
BUY
$54.26 - $60.01 $20,564 - $22,743
379 Added 7.78%
5,251 $312,000
Q2 2024

Jul 31, 2024
BUY
$52.82 - $57.21 $1,743 - $1,887
33 Added 0.68%
4,872 $267,000
Q1 2024

Apr 29, 2024
BUY
$52.35 - $57.03 $253,321 - $275,968
4,839 New
4,839 $275,000

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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