Elevate Wealth Advisory, Inc Schwab Fundamental U S Small C Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,066 shares of FNDA stock, worth $34,303. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,066
Previous 1,066 -0.0%
Holding current value
$34,303
Previous $58.8 Million 8.05%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$44.98 - $56.11 $47,948 - $59,813
1,066 New
1,066 $59 Million

Others Institutions Holding FNDA

# of Institutions
427
Shares Held
122M
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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