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

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,493 shares of FNDA stock, worth $518,317. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,493
Previous 7,546 25.8%
Holding current value
$518,317
Previous $417,000 29.74%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$52.35 - $57.03 $101,925 - $111,037
1,947 Added 25.8%
9,493 $541,000
Q4 2023

Feb 14, 2024
BUY
$44.98 - $56.11 $96,392 - $120,243
2,143 Added 39.66%
7,546 $417,000
Q3 2023

Nov 30, 2023
BUY
$47.76 - $53.58 $27,223 - $30,540
570 Added 11.79%
5,403 $261,000
Q3 2023

Nov 01, 2023
BUY
$47.76 - $53.58 $230,824 - $258,952
4,833 New
4,833 $234,000
Q1 2021

Apr 29, 2021
SELL
N/A
-5,648 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
N/A
5,648 New
5,648 $242,000

Others Institutions Holding FNDA

# of Institutions
386
Shares Held
120M
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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