Great Valley Advisor Group, Inc. Schwab Fundamental U S Broad M Transaction History

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 4,747 shares of FNDB stock, worth $111,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,747
Previous 5,783 17.91%
Holding current value
$111,222
Previous $379,000 11.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$64.17 - $70.37 $66,480 - $72,903
-1,036 Reduced 17.91%
4,747 $334,000
Q1 2024

May 03, 2024
BUY
$59.85 - $66.26 $45,186 - $50,026
755 Added 15.02%
5,783 $383,000
Q4 2023

Feb 05, 2024
BUY
$52.56 - $61.29 $264,271 - $308,166
5,028 New
5,028 $307,000

Others Institutions Holding FNDB

# of Institutions
145
Shares Held
4.05M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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