Harbour Investment Management LLC Schwab Fundamental U S Small C Transaction History

Harbour Investment Management LLC

  • $214 Million
  • Q1 2025

A detailed history of Harbour Investment Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Harbour Investment Management LLC holds 12,400 shares of FNDA stock, worth $350,920. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,400
Previous 33,570 63.06%
Holding current value
$350,920
Previous $997,000 66.0%
% of portfolio
0.16%
Previous 0.45%

Shares

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

Apr 29, 2025
SELL
$26.87 - $30.99 $568,837 - $656,058
-21,170 Reduced 63.06%
12,400 $339,000
Q4 2024

Feb 10, 2025
BUY
$29.26 - $59.11 $788,410 - $1.59 Million
26,945 Added 406.72%
33,570 $997,000
Q1 2024

May 08, 2024
BUY
$52.35 - $57.03 $346,818 - $377,823
6,625 New
6,625 $377,000

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 Harbour Investment Management LLC Portfolio

Follow Harbour Investment 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 Harbour Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbour Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email