Ever Source Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 565 shares of FNDA stock, worth $17,385. This represents 0.0% of its overall portfolio holdings.

Number of Shares
565
Previous 565 -0.0%
Holding current value
$17,385
Previous $31,000 6.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$52.82 - $57.21 $24,719 - $26,774
468 Added 482.47%
565 $31,000
Q1 2024

Jun 11, 2024
SELL
$52.35 - $57.03 $7,695 - $8,383
-147 Reduced 60.25%
97 $5,000
Q4 2023

Feb 09, 2024
BUY
$44.98 - $56.11 $6,612 - $8,248
147 Added 151.55%
244 $13,000
Q3 2023

Nov 03, 2023
BUY
$47.76 - $53.58 $4,632 - $5,197
97 New
97 $4,000

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
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