Venturi Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,745 shares of FNDA stock, worth $52,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,745
Previous 872 100.11%
Holding current value
$52,768
Previous $51,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
$29.26 - $59.11 $25,543 - $51,603
873 Added 100.11%
1,745 $51,000
Q2 2024

Jul 19, 2024
BUY
$52.82 - $57.21 $46,059 - $49,887
872 New
872 $47,000

Others Institutions Holding FNDA

# of Institutions
445
Shares Held
237M
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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