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

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

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 2,132 shares of FNDA stock, worth $58,864. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,132
Previous 2,132 -0.0%
Holding current value
$58,864
Previous $63.3 Million 7.78%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$29.26 - $59.11 $31,191 - $63,011
1,066 Added 100.0%
2,132 $63.3 Million
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
455
Shares Held
247M
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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