Foundations Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 40,978 shares of FNDA stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
40,978
Previous 22,232 84.32%
Holding current value
$1.32 Million
Previous $1.22 Million 100.08%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Oct 21, 2024
BUY
$54.26 - $60.01 $1.02 Million - $1.12 Million
18,746 Added 84.32%
40,978 $2.44 Million
Q2 2024

Aug 02, 2024
BUY
$52.82 - $57.21 $589,471 - $638,463
11,160 Added 100.79%
22,232 $1.22 Million
Q1 2024

May 13, 2024
BUY
$52.35 - $57.03 $579,619 - $631,436
11,072 New
11,072 $631,000

Others Institutions Holding FNDA

# of Institutions
427
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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