Kiely Wealth Advisory Group, Inc. Schwab Fundamental U S Small C Transaction History

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 388 shares of FNDA stock, worth $11,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares
388
Previous 194 100.0%
Holding current value
$11,938
Previous $10.8 Million 13.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$54.26 - $60.01 $10,526 - $11,641
194 Added 100.0%
388 $12.3 Million
Q4 2023

Feb 08, 2024
BUY
$44.98 - $56.11 $8,726 - $10,885
194 New
194 $10.6 Million

Others Institutions Holding FNDA

# of Institutions
425
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
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