A detailed history of International Private Wealth Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 3,684 shares of FNDA stock, worth $217,761. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,684
Previous 4,046 8.95%
Holding current value
$217,761
Previous $231 Million 12.32%
% of portfolio
0.34%
Previous 0.45%

Shares

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

Jul 31, 2024

SELL
$52.82 - $57.21 $19,120 - $20,710
-362 Reduced 8.95%
3,684 $202 Million
Q1 2024

May 10, 2024

SELL
$52.35 - $57.03 $5,025 - $5,474
-96 Reduced 2.32%
4,046 $231 Million
Q4 2023

May 10, 2024

BUY
$44.98 - $56.11 $186,307 - $232,407
4,142 New
4,142 $229 Million

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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