Warner Financial, Inc Schwab Fundamental U S Small C Transaction History

Warner Financial, Inc

  • $205 Million
  • Q2 2024

A detailed history of Warner Financial, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Warner Financial, Inc holds 8,502 shares of FNDA stock, worth $507,654. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,502
Previous 6,348 33.93%
Holding current value
$507,654
Previous $362,000 29.01%
% of portfolio
0.23%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$52.82 - $57.21 $113,774 - $123,230
2,154 Added 33.93%
8,502 $467,000
Q1 2024

Apr 23, 2024
BUY
$52.35 - $57.03 $39,367 - $42,886
752 Added 13.44%
6,348 $362,000
Q4 2023

Jan 30, 2024
BUY
$44.98 - $56.11 $251,708 - $313,991
5,596 New
5,596 $310,000

Others Institutions Holding FNDA

# of Institutions
388
Shares Held
119M
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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