Capital Analysts, LLC Schwab Fundamental U S Small C Transaction History

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Analysts, LLC holds 2,994 shares of FNDA stock, worth $96,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,994
Previous 1,874 59.77%
Holding current value
$96,346
Previous $103,000 72.82%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$54.26 - $60.01 $60,771 - $67,211
1,120 Added 59.77%
2,994 $178,000
Q2 2024

Aug 14, 2024
BUY
$52.82 - $57.21 $94,389 - $102,234
1,787 Added 2054.02%
1,874 $103,000
Q1 2022

May 12, 2022
BUY
$50.55 - $56.5 $4,397 - $4,915
87 New
87 $5,000
Q1 2021

May 17, 2021
SELL
$42.36 - $53.44 $3,981 - $5,023
-94 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$33.5 - $43.02 $3,149 - $4,043
94 New
94 $4,000

Others Institutions Holding FNDA

# of Institutions
427
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
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More about FNDA
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