Williams & Novak, LLC Schwab Fundamental U S Small C Transaction History

Williams & Novak, LLC

  • $104 Billion
  • Q4 2024

A detailed history of Williams & Novak, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Williams & Novak, LLC holds 7,150 shares of FNDA stock, worth $195,481. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,150
Previous 3,575 100.0%
Holding current value
$195,481
Previous $213 Million 0.29%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jan 22, 2025
BUY
$29.26 - $59.11 $104,604 - $211,318
3,575 Added 100.0%
7,150 $212 Million
Q3 2024

Oct 07, 2024
SELL
$54.26 - $60.01 $4,069 - $4,500
-75 Reduced 2.05%
3,575 $213 Million
Q2 2024

Jul 12, 2024
BUY
$52.82 - $57.21 $192,793 - $208,816
3,650 New
3,650 $200 Million

Others Institutions Holding FNDA

# of Institutions
473
Shares Held
246M
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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