Empower Advisory Group, LLC Schwab Fundamental U S Small C Transaction History

Empower Advisory Group, LLC

  • $29.5 Billion
  • Q3 2024

A detailed history of Empower Advisory Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Empower Advisory Group, LLC holds 5,981 shares of FNDA stock, worth $178,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,981
Previous 5,159 15.93%
Holding current value
$178,114
Previous $283,000 25.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
BUY
$54.26 - $60.01 $44,601 - $49,328
822 Added 15.93%
5,981 $356,000
Q2 2024

Jul 25, 2024
BUY
$52.82 - $57.21 $44,368 - $48,056
840 Added 19.45%
5,159 $283,000
Q1 2024

May 02, 2024
SELL
$52.35 - $57.03 $83,079 - $90,506
-1,587 Reduced 26.87%
4,319 $246,000
Q4 2023

Feb 07, 2024
BUY
$44.98 - $56.11 $265,651 - $331,385
5,906 New
5,906 $326,000
Q2 2023

Aug 10, 2023
SELL
$46.06 - $50.45 $27,636 - $30,270
-600 Reduced 9.56%
5,677 $286,000
Q1 2023

May 25, 2023
BUY
$46.21 - $53.63 $290,060 - $336,635
6,277 New
6,277 $305,000

Others Institutions Holding FNDA

# of Institutions
428
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
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