Smith, Salley & Associates Schwab Fundamental U S Small C Transaction History

Smith, Salley & Associates

  • $1.25 Billion
  • Q1 2024

A detailed history of Smith, Salley & Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Smith, Salley & Associates holds 5,014 shares of FNDA stock, worth $272,210. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,014
Previous 4,673 7.3%
Holding current value
$272,210
Previous $258,000 10.47%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$52.35 - $57.03 $17,851 - $19,447
341 Added 7.3%
5,014 $285,000
Q4 2023

Jan 24, 2024
BUY
$44.98 - $56.11 $6,162 - $7,687
137 Added 3.02%
4,673 $258,000
Q1 2023

May 03, 2023
BUY
$46.21 - $53.63 $209,608 - $243,265
4,536 New
4,536 $220,000

Others Institutions Holding FNDA

# of Institutions
386
Shares Held
120M
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 Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates 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 Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email