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

Wagner Wealth Management, LLC

  • $284 Million
  • Q3 2024

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 27 shares of FNDA stock, worth $830. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Previous 21 28.57%
Holding current value
$830
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$54.26 - $60.01 $325 - $360
6 Added 28.57%
27 $1,000
Q2 2024

Jul 18, 2024
BUY
$52.82 - $57.21 $105 - $114
2 Added 10.53%
21 $1,000
Q1 2024

Apr 23, 2024
BUY
$52.35 - $57.03 $157 - $171
3 Added 18.75%
19 $1,000
Q4 2023

Jan 19, 2024
BUY
$44.98 - $56.11 $89 - $112
2 Added 14.29%
16 $0
Q3 2023

Oct 18, 2023
BUY
$47.76 - $53.58 $143 - $160
3 Added 27.27%
14 $0
Q2 2023

Jul 28, 2023
BUY
$46.06 - $50.45 $46 - $50
1 Added 10.0%
11 $0
Q1 2023

May 17, 2023
BUY
$46.21 - $53.63 $184 - $214
4 Added 66.67%
10 $0
Q4 2022

Feb 14, 2023
BUY
$43.53 - $50.11 $261 - $300
6 New
6 $0

Others Institutions Holding FNDA

# of Institutions
425
Shares Held
122M
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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