Southern Wealth Management, LLP Schwab Fundamental U S Small C Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Southern Wealth Management, LLP holds 5,599 shares of FNDA stock, worth $303,969. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,599
Previous 5,582 0.3%
Holding current value
$303,969
Previous $260,000 4.62%
% of portfolio
0.11%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$46.21 - $53.63 $785 - $911
17 Added 0.3%
5,599 $272,000
Q4 2022

Feb 13, 2023
BUY
$45.89 - $50.11 $1,193 - $1,302
26 Added 0.47%
5,582 $260,000
Q3 2022

Nov 14, 2022
BUY
N/A
13 Added 0.23%
5,556 $266,000
Q2 2022

Aug 11, 2022
BUY
N/A
11 Added 0.2%
5,543 $251,000
Q1 2022

May 16, 2022
SELL
N/A
-615 Reduced 10.0%
5,532 $296,000
Q4 2021

Feb 10, 2022
SELL
N/A
-38,885 Reduced 86.35%
6,147 $342,000
Q3 2021

Nov 15, 2021
BUY
N/A
1,056 Added 2.4%
45,032 $2.37 Million
Q2 2021

Aug 13, 2021
BUY
N/A
247 Added 0.56%
43,976 $2.35 Million
Q1 2021

May 17, 2021
BUY
N/A
80 Added 0.18%
43,729 $2.22 Million
Q4 2020

Feb 16, 2021
BUY
N/A
158 Added 0.36%
43,649 $1.87 Million
Q3 2020

Nov 25, 2020
SELL
N/A
-281 Reduced 0.64%
43,491 $1.44 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-47,511 Reduced 52.05%
43,772 $1.39 Million
Q1 2020

May 14, 2020
BUY
N/A
29,662 Added 48.14%
91,283 $2.36 Million
Q4 2019

May 14, 2020
BUY
N/A
61,621 New
61,621 $2.48 Million

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
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