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 $258,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,569
Holding current value
$258,526
% 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
466
Shares Held
245M
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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