Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$46.06 - $50.45 $14,048 - $15,387
305 New
305 $15,000
Q3 2019

Oct 31, 2019

SELL
$37.63 - $38.85 $57,573 - $59,440
-1,530 Closed
0 $0
Q2 2019

Jul 30, 2019

SELL
N/A
-2,621 Reduced 63.14%
1,530 $57,000
Q1 2019

May 06, 2019

SELL
N/A
-29,635 Reduced 87.71%
4,151 $155,000
Q4 2018

Jan 31, 2019

BUY
N/A
33,786 New
33,786 $1.11 Million

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Private Ocean, LLC Portfolio

Follow Private Ocean, LLC 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 Private Ocean, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Ocean, LLC with notifications on news.