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 3,537 shares of FNDA stock, worth $111,592. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,537
Previous 3,684 3.99%
Holding current value
$111,592
Previous $202 Million 4.14%
% of portfolio
0.31%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$54.26 - $60.01 $7,976 - $8,821
-147 Reduced 3.99%
3,537 $211 Million
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
Track This Portfolio

Track International Private Wealth Advisors LLC Portfolio

Follow International Private Wealth Advisors 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 International Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Private Wealth Advisors LLC with notifications on news.