Mission Wealth Management, LP Schwab Fundamental U S Small C Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,353 shares of FNDA stock, worth $229,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,353
Holding current value
$229,634
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$23.85 - $28.69 $175,369 - $210,957
7,353 New
7,353 $210,000
Q1 2024

Apr 30, 2024
BUY
$52.35 - $57.03 $390,216 - $425,101
7,454 New
7,454 $425,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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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