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

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 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 11,257 shares of FNDA stock, worth $340,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,257
Previous 5,627 100.05%
Holding current value
$340,186
Previous $335,000 0.3%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$29.26 - $59.11 $164,733 - $332,789
5,630 Added 100.05%
11,257 $334,000
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
462
Shares Held
241M
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 Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email