New Edge Advisors, LLC Schwab Fundamental U S Small C Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,431 shares of FNDA stock, worth $77,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,431
Previous 2,129 14.19%
Holding current value
$77,475
Previous $116,000 24.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$54.26 - $60.01 $16,386 - $18,123
302 Added 14.19%
2,431 $144,000
Q2 2024

Aug 15, 2024
BUY
$52.82 - $57.21 $88,631 - $95,998
1,678 Added 372.06%
2,129 $116,000
Q1 2024

May 14, 2024
BUY
$52.35 - $57.03 $8,533 - $9,295
163 Added 56.6%
451 $25,000
Q4 2023

Feb 13, 2024
BUY
$44.98 - $56.11 $44 - $56
1 Added 0.35%
288 $15,000
Q3 2023

Nov 14, 2023
BUY
$47.76 - $53.58 $6,781 - $7,608
142 Added 97.93%
287 $13,000
Q1 2023

May 12, 2023
SELL
$46.21 - $53.63 $369 - $429
-8 Reduced 5.23%
145 $7,000
Q4 2022

Feb 14, 2023
BUY
$43.53 - $50.11 $6,660 - $7,666
153 New
153 $7,000

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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