Spire Wealth Management Schwab Fundamental U S Small C Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Spire Wealth Management holds 846 shares of FNDA stock, worth $45,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares

846

Previous 178 375.28%

Holding current value

$45,929

Previous $9,000 433.33%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$52.35 - $57.03 $34,969 - $38,096	668 Added 375.28%	846 $48,000
Q4 2023 Feb 06, 2024	BUY	$44.98 - $56.11 $3,013 - $3,759	67 Added 60.36%	178 $9,000
Q3 2023 Nov 08, 2023	SELL	$47.76 - $53.58 $10,793 - $12,109	-226 Reduced 67.06%	111 $5,000
Q2 2023 Aug 09, 2023	SELL	$46.06 - $50.45 $64,069 - $70,175	-1,391 Reduced 80.5%	337 $17,000
Q1 2023 May 09, 2023	BUY	$46.21 - $53.63 $58,779 - $68,217	1,272 Added 278.95%	1,728 $84,000

Q4 2022 Feb 03, 2023	BUY	$45.89 - $50.11 $14,960 - $16,335	326 Added 250.77%	456 $21,000
Q3 2022 Nov 07, 2022	SELL	N/A	-2,065 Reduced 94.08%	130 $6,000
Q2 2022 Jul 22, 2022	SELL	N/A	-7,609 Reduced 77.61%	2,195 $99,000
Q1 2022 Apr 18, 2022	BUY	N/A	7,762 Added 380.12%	9,804 $524,000
Q4 2021 Jan 14, 2022	SELL	N/A	-61 Reduced 2.9%	2,042 $114,000
Q3 2021 Oct 22, 2021	SELL	N/A	-1,268 Reduced 37.61%	2,103 $111,000
Q2 2021 Jul 26, 2021	BUY	N/A	2,681 Added 388.55%	3,371 $183,000
Q1 2021 May 21, 2021	BUY	N/A	690 New	690 $35,000

Others Institutions Holding FNDA

# of Institutions

386

Shares Held

120M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
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Spire Wealth Management Schwab Fundamental U S Small C Transaction History