A detailed history of Red Mountain Financial, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Red Mountain Financial, LLC holds 16,918 shares of FNDA stock, worth $503,818. This represents 1.07% of its overall portfolio holdings.

Number of Shares
16,918
Previous 16,812 0.63%
Holding current value
$503,818
Previous $923 Million 9.15%
% of portfolio
1.07%
Previous 1.11%

Shares

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

Oct 09, 2024

BUY
$54.26 - $60.01 $5,751 - $6,361
106 Added 0.63%
16,918 $1.01 Billion
Q2 2024

Aug 13, 2024

BUY
$52.82 - $57.21 $38,769 - $41,992
734 Added 4.57%
16,812 $923 Million
Q4 2023

Mar 11, 2024

BUY
$44.98 - $56.11 $723,188 - $902,136
16,078 New
16,078 $890 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 Red Mountain Financial, LLC Portfolio

Follow Red Mountain Financial, 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 Red Mountain Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Mountain Financial, LLC with notifications on news.