Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History

Valued Wealth Advisors LLC

  • $146 Billion
  • Q2 2024

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 47,609 shares of FNDC stock, worth $1.82 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
47,609
Previous 43,229 10.13%
Holding current value
$1.82 Million
Previous $1.53 Billion 8.55%
% of portfolio
1.14%
Previous 1.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$33.97 - $36.16 $148,788 - $158,380
4,380 Added 10.13%
47,609 $1.66 Billion
Q1 2024

Apr 30, 2024
BUY
$33.21 - $35.58 $184,780 - $197,967
5,564 Added 14.77%
43,229 $1.53 Billion
Q4 2023

Jan 05, 2024
BUY
$30.23 - $34.87 $1.14 Million - $1.31 Million
37,665 New
37,665 $1.21 Billion

Others Institutions Holding FNDC

# of Institutions
232
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email