Creative Financial Designs Inc Schwab Fundamental U S Small C Transaction History

Creative Financial Designs Inc

  • $1.16 Billion
  • Q3 2024

A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Creative Financial Designs Inc holds 720 shares of FNDA stock, worth $22,946. This represents 0.0% of its overall portfolio holdings.

Number of Shares
720
Previous 707 1.84%
Holding current value
$22,946
Previous $38,000 10.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024
BUY
$54.26 - $60.01 $705 - $780
13 Added 1.84%
720 $42,000
Q2 2024

Aug 06, 2024
SELL
$52.82 - $57.21 $158 - $171
-3 Reduced 0.42%
707 $38,000
Q1 2024

May 01, 2024
SELL
$52.35 - $57.03 $2,826 - $3,079
-54 Reduced 7.07%
710 $40,000
Q4 2023

Jan 10, 2024
BUY
$44.98 - $56.11 $1,304 - $1,627
29 Added 3.95%
764 $42,000
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $3,056 - $3,429
-64 Reduced 8.01%
735 $35,000
Q2 2023

Jul 26, 2023
BUY
$46.06 - $50.45 $3,454 - $3,783
75 Added 10.36%
799 $40,000
Q1 2023

Apr 25, 2023
BUY
$46.21 - $53.63 $6,376 - $7,400
138 Added 23.55%
724 $35,000
Q4 2022

Feb 01, 2023
BUY
$43.53 - $50.11 $6,398 - $7,366
147 Added 33.49%
586 $27,000
Q3 2022

Nov 01, 2022
BUY
$42.52 - $52.23 $340 - $417
8 Added 1.86%
439 $19,000
Q2 2022

Aug 01, 2022
BUY
$44.28 - $53.81 $7,173 - $8,717
162 Added 60.22%
431 $20,000
Q1 2022

Apr 15, 2022
BUY
$50.55 - $56.5 $1,920 - $2,147
38 Added 16.45%
269 $14,000
Q4 2021

Jan 26, 2022
BUY
$52.31 - $57.77 $12,083 - $13,344
231 New
231 $13,000
Q3 2021

Oct 08, 2021
SELL
$50.41 - $54.9 $705 - $768
-14 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$50.53 - $56.06 $707 - $784
14 New
14 $1,000

Others Institutions Holding FNDA

# of Institutions
425
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
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Creative Financial Designs Inc Portfolio

Follow Creative Financial Designs Inc 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 Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email