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

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 7,321 shares of FNDA stock, worth $397,457. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,321
Previous 7,965 8.09%
Holding current value
$397,457
Previous $401,000 11.72%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $30,757 - $34,505
-644 Reduced 8.09%
7,321 $354,000
Q2 2023

Jul 20, 2023
SELL
$46.06 - $50.45 $37,538 - $41,116
-815 Reduced 9.28%
7,965 $401,000
Q1 2023

Apr 26, 2023
BUY
$46.21 - $53.63 $1,155 - $1,340
25 Added 0.29%
8,780 $427,000
Q4 2022

Feb 08, 2023
BUY
$45.89 - $50.11 $1,376 - $1,503
30 Added 0.34%
8,755 $409,000
Q3 2022

Oct 28, 2022
BUY
N/A
22 Added 0.25%
8,725 $371,000
Q2 2022

Aug 03, 2022
SELL
N/A
-1,576 Reduced 15.33%
8,703 $394,000
Q1 2022

Apr 27, 2022
BUY
N/A
6 Added 0.06%
10,279 $549,000
Q4 2021

Feb 09, 2022
BUY
N/A
44 Added 0.43%
10,273 $571,000
Q3 2021

Nov 12, 2021
SELL
N/A
-2,567 Reduced 20.06%
10,229 $539,000
Q2 2021

Aug 12, 2021
SELL
N/A
-8,603 Reduced 40.2%
12,796 $696,000
Q1 2021

May 13, 2021
BUY
N/A
13 Added 0.06%
21,399 $1.08 Million
Q4 2020

Feb 16, 2021
BUY
N/A
27 Added 0.13%
21,386 $918,000
Q3 2020

Nov 12, 2020
SELL
N/A
-362 Reduced 1.67%
21,359 $705,000
Q2 2020

Nov 12, 2020
BUY
N/A
21,721 New
21,721 $690,000
Q2 2020

Aug 05, 2020
SELL
N/A
-29,773 Closed
0 $0
Q1 2020

May 07, 2020
SELL
N/A
-30,016 Reduced 50.2%
29,773 $770,000
Q4 2019

Feb 12, 2020
SELL
N/A
-2,005 Reduced 3.24%
59,789 $2.41 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-6,980 Reduced 10.15%
61,794 $2.33 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-8,214 Reduced 10.67%
68,774 $2.6 Million
Q1 2019

May 13, 2019
SELL
N/A
-10,368 Reduced 11.87%
76,988 $2.87 Million
Q4 2018

Feb 13, 2019
BUY
N/A
244 Added 0.28%
87,356 $2.87 Million
Q3 2018

Nov 13, 2018
BUY
N/A
77 Added 0.09%
87,112 $3.55 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-923 Reduced 1.05%
87,035 $3.47 Million
Q1 2018

May 11, 2018
BUY
N/A
3,917 Added 4.66%
87,958 $3.28 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-23,602 Reduced 21.93%
84,041 $3.18 Million
Q3 2017

Nov 28, 2017
BUY
N/A
42,016 Added 64.02%
107,643 $3.35 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-5,722 Reduced 8.02%
65,627 $45,000
Q2 2017

Aug 14, 2017
BUY
N/A
71,349
71,349 $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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