Great Valley Advisor Group, Inc. Schwab Fundamental U S Small C Transaction History

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 499,337 shares of FNDA stock, worth $14.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
499,337
Previous 131,819 278.81%
Holding current value
$14.1 Million
Previous $3.92 Million 249.32%
% of portfolio
0.33%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$26.87 - $30.99 $9.88 Million - $11.4 Million
367,518 Added 278.81%
499,337 $13.7 Million
Q4 2024

Feb 24, 2025
BUY
$29.26 - $59.11 $3.01 Million - $6.08 Million
102,832 Added 354.75%
131,819 $3.92 Million
Q3 2024

Nov 12, 2024
BUY
$54.26 - $60.01 $1.57 Million - $1.74 Million
28,987 New
28,987 $1.73 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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