Wealth Forward, LLC Schwab Fundamental U S Small C Transaction History

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wealth Forward, LLC holds 317,534 shares of FNDA stock, worth $9.81 Million. This represents 13.26% of its overall portfolio holdings.

Number of Shares
317,534
Previous 305,551 3.92%
Holding current value
$9.81 Million
Previous $16.8 Billion 12.72%
% of portfolio
13.26%
Previous 13.11%

Shares

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

Oct 28, 2024
BUY
$54.26 - $60.01 $650,197 - $719,099
11,983 Added 3.92%
317,534 $18.9 Billion
Q2 2024

Jul 19, 2024
BUY
$52.82 - $57.21 $314,648 - $340,799
5,957 Added 1.99%
305,551 $16.8 Billion
Q1 2024

May 07, 2024
BUY
$52.35 - $57.03 $548,209 - $597,218
10,472 Added 3.62%
299,594 $17.1 Billion
Q4 2023

Feb 21, 2024
BUY
$44.98 - $56.11 $13 Million - $16.2 Million
289,122 New
289,122 $16 Billion

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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