Great Valley Advisor Group, Inc. Schwab Fundamental U S Broad M 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 Broad M stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 10,881 shares of FNDB stock, worth $251,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,881

Previous 14,241 23.59%

Holding current value

$251,568

Previous $331,000 24.47%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$22.52 - $24.48 $75,667 - $82,252	-3,360 Reduced 23.59%	10,881 $250,000
Q4 2024 Feb 24, 2025	BUY	$23.07 - $70.32 $219,026 - $667,618	9,494 Added 200.0%	14,241 $331,000
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

165

Shares Held

12.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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