Castleview Partners, LLC Schwab Fundamental U S Small C Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Castleview Partners, LLC holds 714 shares of FNDA stock, worth $21,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares
714
Previous 357 100.0%
Holding current value
$21,805
Previous $10,000 110.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
BUY
$29.26 - $59.11 $10,445 - $21,102
357 Added 100.0%
714 $21,000
Q3 2024

Oct 21, 2024
BUY
$54.26 - $60.01 $19,370 - $21,423
357 New
357 $21,000

Others Institutions Holding FNDA

# of Institutions
443
Shares Held
234M
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
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email