Journey Advisory Group, LLC Schwab Fundamental U S Small C Transaction History

Journey Advisory Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Journey Advisory Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Journey Advisory Group, LLC holds 19,614 shares of FNDA stock, worth $541,542. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,614
Previous 16,164 21.34%
Holding current value
$541,542
Previous $480,000 11.88%
% of portfolio
0.04%
Previous 0.06%

Shares

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

May 13, 2025
BUY
$26.87 - $30.99 $92,701 - $106,915
3,450 Added 21.34%
19,614 $537,000
Q2 2024

Aug 02, 2024
SELL
$52.82 - $57.21 $82,927 - $89,819
-1,570 Reduced 8.85%
16,164 $887,000
Q1 2024

May 09, 2024
BUY
$52.35 - $57.03 $23,191 - $25,264
443 Added 2.56%
17,734 $1.01 Million
Q4 2023

Feb 12, 2024
BUY
$44.98 - $56.11 $777,749 - $970,198
17,291 New
17,291 $957,000

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
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