Sovran Advisors, LLC Schwab Fundamental U S Small C Transaction History

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025

A detailed history of Sovran Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sovran Advisors, LLC holds 8,018 shares of FNDA stock, worth $250,402. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,018
Previous 16,085 50.15%
Holding current value
$250,402
Previous $408 Million 41.92%
% of portfolio
0.02%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$23.85 - $28.69 $192,397 - $231,442
-8,067 Reduced 50.15%
8,018 $237 Million
Q1 2025

Apr 24, 2025
BUY
$26.87 - $30.99 $913 - $1,053
34 Added 0.21%
16,085 $408 Million
Q4 2024

Jan 29, 2025
BUY
$29.26 - $59.11 $469,652 - $948,774
16,051 New
16,051 $477 Million

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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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