Jmg Financial Group, Ltd. Schwab Fundamental U S Small C Transaction History

Jmg Financial Group, Ltd.

  • $2.83 Billion
  • Q3 2024

A detailed history of Jmg Financial Group, Ltd. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 9,562 shares of FNDA stock, worth $285,999. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,562
Previous 8,851 8.03%
Holding current value
$285,999
Previous $486,000 17.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 22, 2024
BUY
$54.26 - $60.01 $38,578 - $42,667
711 Added 8.03%
9,562 $569,000
Q2 2024

Jul 30, 2024
BUY
$52.82 - $57.21 $131,944 - $142,910
2,498 Added 39.32%
8,851 $486,000
Q1 2024

Apr 30, 2024
BUY
$52.35 - $57.03 $14,134 - $15,398
270 Added 4.44%
6,353 $362,000
Q4 2023

Feb 01, 2024
BUY
$44.98 - $56.11 $273,613 - $341,317
6,083 New
6,083 $336,000

Others Institutions Holding FNDA

# of Institutions
429
Shares Held
122M
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 Jmg Financial Group, Ltd. Portfolio

Follow Jmg Financial Group, Ltd. 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 Jmg Financial Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Jmg Financial Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email