Regal Investment Advisors LLC Schwab Fundamental U S Small C Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 5,627 shares of FNDA stock, worth $168,641. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,627
Previous 5,625 0.04%
Holding current value
$168,641
Previous $308,000 8.77%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$54.26 - $60.01 $108 - $120
2 Added 0.04%
5,627 $335,000
Q2 2024

Aug 14, 2024
BUY
$52.82 - $57.21 $1,743 - $1,887
33 Added 0.59%
5,625 $308,000
Q1 2024

May 15, 2024
BUY
$52.35 - $57.03 $85,330 - $92,958
1,630 Added 41.14%
5,592 $318,000
Q4 2023

Feb 14, 2024
BUY
$44.98 - $56.11 $178,210 - $222,307
3,962 New
3,962 $219,000

Others Institutions Holding FNDA

# of Institutions
428
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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