Liberty Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$46.21 - $53.63 $4.76 Million - $5.52 Million
102,965 New
102,965 $5.01 Million
Q4 2021

Feb 15, 2022
SELL
$52.31 - $57.77 $8,840 - $9,763
-169 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$50.41 - $54.9 $8,519 - $9,278
169 New
169 $9,000
Q3 2020

Nov 05, 2020
SELL
$30.58 - $35.51 $10,060 - $11,682
-329 Closed
0 $0
Q2 2020

Aug 04, 2020
BUY
$23.69 - $35.9 $7,794 - $11,811
329 New
329 $10,000

Others Institutions Holding FNDA

# of Institutions
428
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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