Clearview Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 13,717 shares of FNDA stock, worth $413,841. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,717
Previous 6,739 103.55%
Holding current value
$413,841
Previous $401,000 1.5%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Jan 24, 2025
BUY
$29.26 - $59.11 $204,176 - $412,469
6,978 Added 103.55%
13,717 $407,000
Q3 2024

Oct 15, 2024
BUY
$54.26 - $60.01 $35,486 - $39,246
654 Added 10.75%
6,739 $401,000
Q2 2024

Jul 31, 2024
BUY
$52.82 - $57.21 $321,409 - $348,122
6,085 New
6,085 $334,000

Others Institutions Holding FNDA

# of Institutions
466
Shares Held
244M
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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