A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,521 shares of FNDA stock, worth $348,395. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,521
Previous 4,843 137.89%
Holding current value
$348,395
Previous $288,000 18.75%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$29.26 - $59.11 $195,398 - $394,736
6,678 Added 137.89%
11,521 $342,000
Q3 2024

Oct 22, 2024

SELL
$54.26 - $60.01 $4,069 - $4,500
-75 Reduced 1.53%
4,843 $288,000
Q2 2024

Jul 11, 2024

SELL
$52.82 - $57.21 $66,025 - $71,512
-1,250 Reduced 20.27%
4,918 $270,000
Q4 2023

Feb 06, 2024

BUY
$44.98 - $56.11 $87,531 - $109,190
1,946 Added 46.09%
6,168 $341,000
Q3 2023

Oct 19, 2023

BUY
$47.76 - $53.58 $201,642 - $226,214
4,222 New
4,222 $204,000
Q4 2022

Feb 03, 2023

BUY
$43.53 - $50.11 $54,412 - $62,637
1,250 New
1,250 $58,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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