Valeo Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,569 shares of FNDA stock, worth $260,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,569
Holding current value
$260,583
% of portfolio
0.01%

Shares

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

Jan 30, 2025
BUY
$29.26 - $59.11 $250,728 - $506,513
8,569 New
8,569 $254,000
Q2 2021

Jul 22, 2021
SELL
$50.53 - $56.06 $178,825 - $198,396
-3,539 Closed
0 $0
Q1 2021

Apr 12, 2021
SELL
$42.36 - $53.44 $55,915 - $70,540
-1,320 Reduced 27.17%
3,539 $179,000
Q4 2020

Feb 11, 2021
BUY
$33.5 - $43.02 $44,220 - $56,786
1,320 Added 37.3%
4,859 $209,000
Q3 2020

Oct 28, 2020
SELL
$30.58 - $35.51 $20,672 - $24,004
-676 Reduced 16.04%
3,539 $117,000
Q2 2020

Jul 20, 2020
BUY
$23.69 - $35.9 $99,853 - $151,318
4,215 New
4,215 $134,000
Q1 2020

Apr 13, 2020
SELL
$22.56 - $40.75 $57,099 - $103,138
-2,531 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
$36.37 - $40.34 $70,703 - $78,420
1,944 Added 331.18%
2,531 $102,000
Q3 2019

Oct 15, 2019
BUY
$37.63 - $38.85 $22,088 - $22,804
587 New
587 $22,000
Q2 2019

Jul 10, 2019
BUY
N/A
0 New
0 $0
Q1 2019

Apr 12, 2019
SELL
N/A
0 Closed
0 $0
Q4 2018

Jan 30, 2019
SELL
N/A
-382 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
382 New
382 $15,000

Others Institutions Holding FNDA

# of Institutions
439
Shares Held
130M
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
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email