Financial Perspectives, Inc Schwab Fundamental U S Small C Transaction History

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025

A detailed history of Financial Perspectives, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,088 shares of FNDA stock, worth $33,216. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,088
Previous 1,088 -0.0%
Holding current value
$33,216
Previous $29.8 Million 4.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2025
BUY
$29.26 - $59.11 $15,917 - $32,155
544 Added 100.0%
1,088 $32.3 Million
Q2 2021

Jan 09, 2024
SELL
$50.53 - $56.06 $1.37 Million - $1.51 Million
-27,015 Reduced 98.03%
544 $29.6 Million
Q1 2021

Jan 09, 2024
BUY
$42.36 - $53.44 $1.14 Million - $1.44 Million
27,015 Added 4965.99%
27,559 $544,000
Q4 2019

Jan 09, 2024
BUY
$36.37 - $40.34 $19,785 - $21,944
544 New
544 $21.9 Million

Others Institutions Holding FNDA

# of Institutions
467
Shares Held
228M
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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