Goldstone Financial Group, LLC Schwab Fundamental U S Small C Transaction History

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 442,411 shares of FNDA stock, worth $11.6 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
442,411
Previous 419,531 5.45%
Holding current value
$11.6 Million
Previous $12.5 Billion 2.75%
% of portfolio
1.83%
Previous 1.95%

Shares

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

Apr 16, 2025
BUY
$26.87 - $30.99 $614,785 - $709,051
22,880 Added 5.45%
442,411 $12.1 Billion
Q4 2024

Jan 14, 2025
BUY
$29.26 - $59.11 $6.83 Million - $13.8 Million
233,370 Added 125.36%
419,531 $12.5 Billion
Q3 2024

Oct 28, 2024
BUY
$54.26 - $60.01 $10.1 Million - $11.2 Million
186,161 New
186,161 $11.1 Billion
Q2 2024

Jan 15, 2025
SELL
$52.82 - $57.21 $13.2 Million - $14.3 Million
-249,635 Reduced 59.5%
169,896 $9.33 Billion
Q1 2024

Jan 15, 2025
BUY
$52.35 - $57.03 $453,874 - $494,450
8,670 Added 6.25%
147,395 $8.41 Billion
Q4 2023

Jan 15, 2025
SELL
$44.98 - $56.11 $12.6 Million - $15.8 Million
-280,806 Reduced 66.93%
138,725 $7.68 Billion

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Goldstone Financial Group, LLC Portfolio

Follow Goldstone Financial Group, 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 Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email