Pacific Capital Wealth Advisors, Inc Schwab Fundamental U S Small C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 634 shares of FNDA stock, worth $20,205. This represents 0.01% of its overall portfolio holdings.

Number of Shares
634
Previous 634 -0.0%
Holding current value
$20,205
Previous $34,000 8.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024
SELL
$52.82 - $57.21 $7,447 - $8,066
-141 Reduced 18.19%
634 $34,000
Q4 2023

Feb 06, 2024
BUY
$44.98 - $56.11 $34,859 - $43,485
775 New
775 $42,000

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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