Magnolia Private Wealth, LLC Schwab Fundamental U S Small C Transaction History

Magnolia Private Wealth, LLC

  • $121 Billion
  • Q1 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 13,706 shares of FNDA stock, worth $374,722. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,706
Previous 18,257 24.93%
Holding current value
$374,722
Previous $542 Million 30.76%
% of portfolio
0.31%
Previous 0.47%

Shares

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

Apr 15, 2025
SELL
$26.87 - $30.99 $122,285 - $141,035
-4,551 Reduced 24.93%
13,706 $375 Million
Q4 2024

Feb 04, 2025
BUY
$29.26 - $59.11 $534,199 - $1.08 Million
18,257 New
18,257 $542 Million

Others Institutions Holding FNDA

# of Institutions
470
Shares Held
246M
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
Track This Portfolio

Track Magnolia Private Wealth, LLC Portfolio

Follow Magnolia Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnolia Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email