Golden State Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 48 shares of FNDA stock, worth $1,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 96 50.0%
Holding current value
$1,325
Previous $2,000 65650.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$26.87 - $30.99 $1,289 - $1,487
-48 Reduced 50.0%
48 $1.32 Million
Q1 2025

Apr 23, 2025
SELL
$26.87 - $30.99 $11,124 - $12,829
-414 Reduced 81.18%
96 $2,000
Q4 2024

Jan 28, 2025
BUY
$29.26 - $59.11 $14,922 - $30,146
510 New
510 $15.1 Million
Q1 2020

Apr 17, 2020
SELL
$22.56 - $40.75 $533,701 - $964,022
-23,657 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$36.37 - $40.34 $860,405 - $954,323
23,657 New
23,657 $951,000

Others Institutions Holding FNDA

# of Institutions
455
Shares Held
247M
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email