Farther Finance Advisors, LLC Schwab Fundamental U S Small C Transaction History

Farther Finance Advisors, LLC

  • $2.67 Trillion
  • Q3 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 12,026 shares of FNDA stock, worth $360,419. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,026
Previous 18,017 33.25%
Holding current value
$360,419
Previous $980 Million 26.88%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 28, 2024
SELL
$54.26 - $60.01 $325,071 - $359,519
-5,991 Reduced 33.25%
12,026 $716 Million
Q2 2024

Jul 31, 2024
BUY
$52.82 - $57.21 $194,377 - $210,532
3,680 Added 25.67%
18,017 $980 Million
Q1 2024

May 13, 2024
SELL
$52.35 - $57.03 $207,620 - $226,180
-3,966 Reduced 21.67%
14,337 $809 Million
Q4 2023

Feb 14, 2024
SELL
$44.98 - $56.11 $148,029 - $184,658
-3,291 Reduced 18.52%
14,475 $801 Million
Q3 2023

Nov 13, 2023
SELL
$47.76 - $53.58 $25,647 - $28,772
-537 Reduced 2.93%
17,766 $861 Million
Q2 2023

May 13, 2024
SELL
$46.06 - $50.45 $75,400 - $82,586
-1,637 Reduced 8.21%
18,303 $923 Million
Q2 2023

Sep 12, 2023
SELL
$46.06 - $50.45 $75,400 - $82,586
-1,637 Reduced 8.21%
18,303 $923 Million
Q1 2023

May 13, 2024
BUY
$46.21 - $53.63 $252,537 - $293,087
5,465 Added 37.75%
19,940 $970 Million
Q1 2023

Sep 12, 2023
SELL
$46.21 - $53.63 $138,029 - $160,192
-2,987 Reduced 13.03%
19,940 $970 Million
Q4 2022

Sep 11, 2023
BUY
$43.53 - $50.11 $998,012 - $1.15 Million
22,927 New
22,927 $1.07 Billion

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

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  • Ticker FNDA
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