Mbe Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024

A detailed history of Mbe Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,720 shares of FNDA stock, worth $150,426. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,720
Previous 4,403 7.2%
Holding current value
$150,426
Previous $241,000 16.6%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 21, 2024
BUY
$54.26 - $60.01 $17,200 - $19,023
317 Added 7.2%
4,720 $281,000
Q2 2024

Jul 19, 2024
BUY
$52.82 - $57.21 $5,176 - $5,606
98 Added 2.28%
4,403 $241,000
Q1 2024

Apr 22, 2024
BUY
$52.35 - $57.03 $225,366 - $245,514
4,305 New
4,305 $245,000

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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