Seven Springs Wealth Group, LLC Schwab Fundamental U S Small C Transaction History

Seven Springs Wealth Group, LLC

  • $267 Million
  • Q3 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 176,522 shares of FNDA stock, worth $5.26 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares
176,522
Previous 175,062 0.83%
Holding current value
$5.26 Million
Previous $9.61 Million 9.37%
% of portfolio
3.94%
Previous 3.85%

Shares

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

Nov 14, 2024
BUY
$54.26 - $60.01 $79,219 - $87,614
1,460 Added 0.83%
176,522 $10.5 Million
Q2 2024

Jul 30, 2024
BUY
$52.82 - $57.21 $89,794 - $97,257
1,700 Added 0.98%
175,062 $9.61 Million
Q1 2024

May 07, 2024
BUY
$52.35 - $57.03 $268,346 - $292,335
5,126 Added 3.05%
173,362 $9.89 Million
Q4 2023

Feb 07, 2024
BUY
$44.98 - $56.11 $1.87 Million - $2.34 Million
41,680 Added 32.93%
168,236 $9.31 Million
Q3 2023

Nov 08, 2023
BUY
$47.76 - $53.58 $72,260 - $81,066
1,513 Added 1.21%
126,556 $6.14 Million
Q2 2023

Jul 31, 2023
BUY
$46.06 - $50.45 $133,620 - $146,355
2,901 Added 2.38%
125,043 $6.31 Million
Q1 2023

May 09, 2023
BUY
$46.21 - $53.63 $169,914 - $197,197
3,677 Added 3.1%
122,142 $5.94 Million
Q4 2022

Feb 08, 2023
BUY
$43.53 - $50.11 $245,335 - $282,419
5,636 Added 5.0%
118,465 $5.53 Million
Q3 2022

Oct 21, 2022
BUY
$42.52 - $52.23 $385,146 - $473,099
9,058 Added 8.73%
112,829 $4.8 Million
Q2 2022

Jul 27, 2022
BUY
$44.28 - $53.81 $4.59 Million - $5.58 Million
103,771 New
103,771 $4.7 Million

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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