Wms Partners, LLC Schwab Fundamental U S Small C Transaction History

Wms Partners, LLC

  • $1.4 Billion
  • Q1 2024

A detailed history of Wms Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wms Partners, LLC holds 20,929 shares of FNDA stock, worth $1.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,929
Previous 20,967 0.18%
Holding current value
$1.14 Million
Previous $1.16 Million 2.84%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 15, 2024
SELL
$52.35 - $57.03 $1,989 - $2,167
-38 Reduced 0.18%
20,929 $1.19 Million
Q4 2023

Feb 12, 2024
BUY
$44.98 - $56.11 $646,227 - $806,132
14,367 Added 217.68%
20,967 $1.16 Million
Q3 2023

Nov 09, 2023
BUY
$47.76 - $53.58 $23,402 - $26,254
490 Added 8.02%
6,600 $320,000
Q2 2023

Aug 14, 2023
BUY
$46.06 - $50.45 $281,426 - $308,249
6,110 New
6,110 $308,000

Others Institutions Holding FNDA

# of Institutions
386
Shares Held
120M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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