Planned Solutions, Inc. Schwab Fundamental U S Small C Transaction History

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Planned Solutions, Inc. holds 2,816 shares of FNDA stock, worth $86,648. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,816
Holding current value
$86,648
% of portfolio
0.07%

Shares

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

Oct 08, 2024
BUY
$54.26 - $60.01 $152,796 - $168,988
2,816 New
2,816 $167,000
Q4 2023

Jan 17, 2024
BUY
$44.98 - $56.11 $118,972 - $148,410
2,645 New
2,645 $146,000
Q1 2021

Apr 29, 2021
SELL
$42.36 - $53.44 $60,956 - $76,900
-1,439 Closed
0 $0
Q3 2020

Nov 06, 2020
BUY
$30.58 - $35.51 $44,004 - $51,098
1,439 New
1,439 $48,000

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
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email