Tempus Wealth Planning, LLC Schwab Fundamental U S Small C Transaction History

Tempus Wealth Planning, LLC

  • $226 Million
  • Q2 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,480 shares of FNDA stock, worth $444,461. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,480
Previous 7,187 4.08%
Holding current value
$444,461
Previous $409,000 0.24%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$52.82 - $57.21 $15,476 - $16,762
293 Added 4.08%
7,480 $410,000
Q1 2024

Apr 19, 2024
BUY
$52.35 - $57.03 $13,035 - $14,200
249 Added 3.59%
7,187 $409,000
Q4 2023

Jan 23, 2024
BUY
$44.98 - $56.11 $33,510 - $41,801
745 Added 12.03%
6,938 $384,000
Q3 2023

Oct 31, 2023
BUY
$47.76 - $53.58 $2,770 - $3,107
58 Added 0.95%
6,193 $300,000
Q2 2023

Jul 21, 2023
BUY
$46.06 - $50.45 $29,892 - $32,742
649 Added 11.83%
6,135 $309,000
Q1 2023

May 08, 2023
BUY
$46.21 - $53.63 $253,508 - $294,214
5,486 New
5,486 $267,000

Others Institutions Holding FNDA

# of Institutions
407
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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