Vishria Bird Financial Group, LLC Schwab Fundamental U S Small C Transaction History

Vishria Bird Financial Group, LLC

  • $285 Million
  • Q4 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 18,768 shares of FNDA stock, worth $549,714. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,768
Previous 9,384 100.0%
Holding current value
$549,714
Previous $559,000 0.36%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Jan 21, 2025
BUY
$29.26 - $59.11 $274,575 - $554,688
9,384 Added 100.0%
18,768 $557,000
Q3 2024

Nov 06, 2024
BUY
$54.26 - $60.01 $509,175 - $563,133
9,384 New
9,384 $559,000

Others Institutions Holding FNDA

# of Institutions
469
Shares Held
245M
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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