Mark Sheptoff Financial Planning, LLC Schwab Fundamental U S Small C Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 52 shares of FNDA stock, worth $1,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Previous 52 -0.0%
Holding current value
$1,572
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 10, 2019
BUY
N/A
52 New
52 $2,000

Others Institutions Holding FNDA

# of Institutions
445
Shares Held
236M
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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email