Heritage Wealth Advisors Schwab Fundamental U S Small C Transaction History

Heritage Wealth Advisors

  • $2.16 Billion
  • Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Heritage Wealth Advisors holds 34 shares of FNDA stock, worth $2,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Previous 331 89.73%
Holding current value
$2,009
Previous $18,000 94.44%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$52.82 - $57.21 $15,687 - $16,991
-297 Reduced 89.73%
34 $1,000
Q1 2024

May 08, 2024
BUY
$52.35 - $57.03 $15,547 - $16,937
297 Added 873.53%
331 $18,000
Q4 2023

Feb 09, 2024
BUY
$44.98 - $56.11 $1,529 - $1,907
34 New
34 $1,000

Others Institutions Holding FNDA

# of Institutions
408
Shares Held
120M
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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