Wingate Wealth Advisors, Inc. Schwab Fundamental U S Small C Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 13,824 shares of FNDA stock, worth $434,626. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,824
Holding current value
$434,626
% of portfolio
0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$23.85 - $28.69 $329,702 - $396,610
13,824 New
13,824 $396 Million
Q4 2024

Jan 28, 2025
BUY
$29.26 - $59.11 $53,487 - $108,053
1,828 New
1,828 $54.3 Million

Others Institutions Holding FNDA

# of Institutions
465
Shares Held
228M
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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