Kathleen S. Wright Associates Inc. Schwab Fundamental U S Small C Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 560 shares of FNDA stock, worth $17,488. This represents 0.01% of its overall portfolio holdings.

Number of Shares
560
Previous 560 -0.0%
Holding current value
$17,488
Previous $16,000 6.25%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$29.26 - $59.11 $8,192 - $16,550
280 Added 100.0%
560 $16,000
Q3 2024

Oct 11, 2024
BUY
$54.26 - $60.01 $15,192 - $16,802
280 New
280 $16,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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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