Wealth Enhancement Advisory Services, LLC Schwab Fundamental U S Small C Transaction History

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 102,636 shares of FNDA stock, worth $5.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
102,636
Previous 52,658 94.91%
Holding current value
$5.61 Million
Previous $2.91 Million 100.86%
% of portfolio
0.02%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$52.35 - $57.03 $2.62 Million - $2.85 Million
49,978 Added 94.91%
102,636 $5.85 Million
Q4 2023

Jan 30, 2024
SELL
$44.98 - $56.11 $50,602 - $63,123
-1,125 Reduced 2.09%
52,658 $2.91 Million
Q3 2023

Nov 13, 2023
BUY
$47.76 - $53.58 $2.2 Million - $2.47 Million
46,127 Added 602.49%
53,783 $2.61 Million
Q2 2023

Jul 21, 2023
BUY
$46.06 - $50.45 $31,228 - $34,205
678 Added 9.72%
7,656 $386,000
Q1 2023

Apr 25, 2023
SELL
$46.21 - $53.63 $73,242 - $85,003
-1,585 Reduced 18.51%
6,978 $339,000
Q4 2022

Feb 01, 2023
SELL
$45.89 - $50.11 $504 - $551
-11 Reduced 0.13%
8,563 $400,000
Q3 2022

Oct 17, 2022
SELL
N/A
-1,461 Reduced 14.56%
8,574 $375,000
Q2 2022

Jul 18, 2022
SELL
N/A
-55 Reduced 0.55%
10,035 $460,000
Q1 2022

Apr 18, 2022
BUY
N/A
86 Added 0.86%
10,090 $542,000
Q4 2021

Feb 08, 2022
BUY
N/A
389 Added 4.05%
10,004 $523,000
Q3 2021

Nov 03, 2021
SELL
N/A
-2,267 Reduced 19.08%
9,615 $530,000
Q2 2021

Aug 10, 2021
SELL
N/A
-307 Reduced 2.52%
11,882 $624,000
Q1 2021

May 12, 2021
BUY
N/A
2,215 Added 22.21%
12,189 $630,000
Q4 2020

Feb 10, 2021
SELL
N/A
-801 Reduced 7.43%
9,974 $458,000
Q3 2020

Nov 12, 2020
SELL
N/A
-430 Reduced 3.84%
10,775 $387,000
Q2 2020

Oct 13, 2020
SELL
N/A
-10,210 Reduced 47.68%
11,205 $369,000
Q2 2020

Aug 10, 2020
BUY
N/A
9,475 Added 79.36%
21,415 $828,000
Q1 2020

May 01, 2020
SELL
N/A
-202,488 Reduced 94.43%
11,940 $349,000
Q4 2019

Feb 05, 2020
BUY
N/A
47,409 Added 28.39%
214,428 $8.63 Million
Q3 2019

Nov 06, 2019
BUY
N/A
24,942 Added 17.56%
167,019 $6.24 Million
Q2 2019

Aug 02, 2019
BUY
N/A
130,854 Added 1165.94%
142,077 $5.43 Million
Q1 2019

Apr 30, 2019
BUY
N/A
11,223 New
11,223 $434,000

Others Institutions Holding FNDA

# of Institutions
384
Shares Held
120M
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
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More about FNDA
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