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

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

439

Shares Held

130M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3 Billion
1.14% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$62.8 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$60.6 Million
4.12% of portfolio
Prairiewood Capital, LLC

1.45M
Shares

$44.1 Million
18.49% of portfolio
Trilogy Capital Inc.

1.3M
Shares

$39.5 Million
2.04% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

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.