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

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,665 shares of FNDA stock, worth $271,316. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,665
Previous 4,641 0.52%
Holding current value
$271,316
Previous $265 Million 3.2%
% of portfolio
0.2%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$52.82 - $57.21 $1,267 - $1,373
24 Added 0.52%
4,665 $256 Million
Q1 2024

May 17, 2024
BUY
$52.35 - $57.03 $14,291 - $15,569
273 Added 6.25%
4,641 $265 Million
Q4 2023

Feb 01, 2024
BUY
$44.98 - $56.11 $196,472 - $245,088
4,368 New
4,368 $242 Million

Others Institutions Holding FNDA

# of Institutions
407
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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