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

Wms Partners, LLC

  • $1.7 Billion
  • Q3 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 20,216 shares of FNDA stock, worth $605,873. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,216
Previous 19,775 2.23%
Holding current value
$605,873
Previous $1.09 Million 10.87%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024
BUY
$54.26 - $60.01 $23,928 - $26,464
441 Added 2.23%
20,216 $1.2 Million
Q2 2024

Aug 14, 2024
SELL
$52.82 - $57.21 $60,954 - $66,020
-1,154 Reduced 5.51%
19,775 $1.09 Million
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
428
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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