Lodestar Private Asset Management LLC Schwab Fundamental U S Small C Transaction History

Lodestar Private Asset Management LLC

  • $830 Million
  • Q3 2024

A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 6,819 shares of FNDA stock, worth $217,321. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,819
Previous 6,537 4.31%
Holding current value
$217,321
Previous $359,000 13.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 25, 2024
BUY
$54.26 - $60.01 $15,301 - $16,922
282 Added 4.31%
6,819 $406,000
Q2 2024

Jul 30, 2024
BUY
$52.82 - $57.21 $15,000 - $16,247
284 Added 4.54%
6,537 $359,000
Q1 2024

Apr 25, 2024
BUY
$52.35 - $57.03 $6,700 - $7,299
128 Added 2.09%
6,253 $357 Million
Q4 2023

Jan 29, 2024
BUY
$44.98 - $56.11 $134 - $168
3 Added 0.05%
6,125 $339 Million
Q3 2023

Oct 31, 2023
SELL
$47.76 - $53.58 $2,913 - $3,268
-61 Reduced 0.99%
6,122 $297 Million
Q2 2023

Jul 27, 2023
BUY
$46.06 - $50.45 $284,788 - $311,932
6,183 New
6,183 $312 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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