A detailed history of Wedmont Private Capital transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wedmont Private Capital holds 12,307 shares of FNDA stock, worth $375,117. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,307
Previous 6,153 100.02%
Holding current value
$375,117
Previous $366,000 0.27%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 13, 2025

BUY
$29.26 - $59.11 $180,066 - $363,762
6,154 Added 100.02%
12,307 $365,000
Q2 2024

Jul 15, 2024

BUY
$52.82 - $57.21 $6,179 - $6,693
117 Added 1.94%
6,153 $337,000
Q1 2024

Apr 10, 2024

BUY
$52.35 - $57.03 $8,218 - $8,953
157 Added 2.67%
6,036 $344,000
Q3 2023

Oct 10, 2023

BUY
$47.76 - $53.58 $280,781 - $314,996
5,879 New
5,879 $285,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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