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

Seven Springs Wealth Group, LLC

$254 Million
Q1 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 173,362 shares of FNDA stock, worth $9.47 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

173,362

Previous 168,236 3.05%

Holding current value

$9.47 Million

Previous $9.31 Million 6.18%

% of portfolio

3.89%

Previous 4.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.89 - $50.11 $258,636 - $282,419	5,636 Added 5.0%	118,465 $5.53 Million
Q3 2022 Oct 21, 2022	BUY	N/A	9,058 Added 8.73%	112,829 $4.8 Million
Q2 2022 Jul 27, 2022	BUY	N/A	103,771 New	103,771 $4.7 Million

Others Institutions Holding FNDA

# of Institutions

384

Shares Held

120M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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