Goal Vest Advisory LLC Schwab Fundamental U S Small C Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,688 shares of FNDA stock, worth $51,045. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,688
Previous 865 95.14%
Holding current value
$51,045
Previous $51,000 1.96%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 17, 2025
BUY
$29.26 - $59.11 $24,080 - $48,647
823 Added 95.14%
1,688 $50,000
Q2 2024

Jul 30, 2024
SELL
$52.82 - $57.21 $5,123 - $5,549
-97 Reduced 10.08%
865 $47,000
Q4 2023

Jan 02, 2024
BUY
$44.98 - $56.11 $43,270 - $53,977
962 New
962 $53,000

Others Institutions Holding FNDA

# of Institutions
445
Shares Held
237M
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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