Cibc Private Wealth Group, LLC Schwab Fundamental U S Small C Transaction History

Cibc Private Wealth Group, LLC

$52.7 Billion
Q4 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 31,679 shares of FNDA stock, worth $955,755. This represents 0.0% of its overall portfolio holdings.

Number of Shares

31,679

Previous 9,589 230.37%

Holding current value

$955,755

Previous $571,000 64.62%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$29.26 - $59.11 $646,353 - $1.31 Million	22,090 Added 230.37%	31,679 $940,000
Q3 2024 Nov 13, 2024	SELL	$54.26 - $60.01 $28,540 - $31,565	-526 Reduced 5.2%	9,589 $571,000
Q2 2024 Aug 09, 2024	SELL	$52.82 - $57.21 $17,641 - $19,108	-334 Reduced 3.2%	10,115 $555,000
Q1 2024 May 10, 2024	BUY	$52.35 - $57.03 $94,648 - $103,110	1,808 Added 20.92%	10,449 $595,000
Q4 2023 Feb 13, 2024	BUY	$44.98 - $56.11 $3,328 - $4,152	74 Added 0.86%	8,641 $478,000
Q3 2023 Nov 13, 2023	BUY	$47.76 - $53.58 $409,159 - $459,019	8,567 New	8,567 $415,000
Q3 2018 Nov 14, 2018	SELL	N/A	-522 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	N/A	522 New	522 $21,000

Others Institutions Holding FNDA

# of Institutions

466

Shares Held

244M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Account

Cibc Private Wealth Group, LLC Schwab Fundamental U S Small C Transaction History