Garrett Investment Advisors LLC Schwab Fundamental U S Small C Transaction History

Garrett Investment Advisors LLC

  • $941 Million
  • Q4 2024

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 37,546 shares of FNDA stock, worth $1.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
37,546
Previous 19,428 93.26%
Holding current value
$1.14 Million
Previous $1.16 Million 3.63%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 15, 2025
BUY
$29.26 - $59.11 $530,132 - $1.07 Million
18,118 Added 93.26%
37,546 $1.12 Million
Q2 2024

Jul 10, 2024
BUY
$52.82 - $57.21 $34,597 - $37,472
655 Added 3.49%
19,428 $1.07 Million
Q1 2024

Apr 12, 2024
BUY
$52.35 - $57.03 $128,257 - $139,723
2,450 Added 15.01%
18,773 $1.07 Million
Q4 2023

Jan 05, 2024
BUY
$44.98 - $56.11 $208,662 - $260,294
4,639 Added 39.7%
16,323 $903,000
Q3 2023

Oct 13, 2023
BUY
$47.76 - $53.58 $558,027 - $626,028
11,684 New
11,684 $566,000

Others Institutions Holding FNDA

# of Institutions
439
Shares Held
131M
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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