Capital Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 7,824 shares of FNDA stock, worth $236,597. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,824
Previous 3,620 116.13%
Holding current value
$236,597
Previous $215,000 7.91%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$29.26 - $59.11 $123,009 - $248,498
4,204 Added 116.13%
7,824 $232,000
Q3 2024

Oct 17, 2024
SELL
$54.26 - $60.01 $17,851 - $19,743
-329 Reduced 8.33%
3,620 $215,000
Q2 2024

Jul 12, 2024
BUY
$52.82 - $57.21 $208,586 - $225,922
3,949 New
3,949 $216,000

Others Institutions Holding FNDA

# of Institutions
445
Shares Held
237M
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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