Global Retirement Partners, LLC Schwab Fundamental U S Small C Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 4,225 shares of FNDA stock, worth $134,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,225
Previous 3,737 13.06%
Holding current value
$134,650
Previous $205,000 22.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024
BUY
$54.26 - $60.01 $26,478 - $29,284
488 Added 13.06%
4,225 $251,000
Q2 2024

Jul 23, 2024
BUY
$52.82 - $57.21 $11,197 - $12,128
212 Added 6.01%
3,737 $205,000
Q1 2024

Apr 23, 2024
BUY
$52.35 - $57.03 $52 - $57
1 Added 0.03%
3,525 $201,000
Q4 2023

Jan 18, 2024
SELL
$44.98 - $56.11 $11,289 - $14,083
-251 Reduced 6.65%
3,524 $195,000
Q3 2023

Oct 13, 2023
BUY
$47.76 - $53.58 $73,263 - $82,191
1,534 Added 68.45%
3,775 $183,000
Q2 2023

Jul 20, 2023
BUY
$46.06 - $50.45 $7,093 - $7,769
154 Added 7.38%
2,241 $113,000
Q1 2023

May 05, 2023
BUY
$46.21 - $53.63 $15,572 - $18,073
337 Added 19.26%
2,087 $101,000
Q3 2022

Nov 03, 2022
SELL
$42.52 - $52.23 $807 - $992
-19 Reduced 1.07%
1,750 $84,000
Q2 2022

Jul 15, 2022
BUY
$44.28 - $53.81 $841 - $1,022
19 Added 1.09%
1,769 $80,000
Q1 2022

Jul 14, 2022
BUY
$50.55 - $56.5 $88,462 - $98,875
1,750 New
1,750 $83,000
Q4 2021

Jan 21, 2022
SELL
$52.31 - $57.77 $91,542 - $101,097
-1,750 Closed
0 $0
Q2 2020

Jul 13, 2020
BUY
$23.69 - $35.9 $32,336 - $49,003
1,365 Added 354.55%
1,750 $56,000
Q1 2020

Apr 28, 2020
BUY
$22.56 - $40.75 $8,685 - $15,688
385 New
385 $10,000

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

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  • Ticker FNDA
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