Valmark Advisers, Inc. Schwab Fundamental U S Small C Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,263 shares of FNDA stock, worth $186,512. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,263
Previous 6,148 1.87%
Holding current value
$186,512
Previous $337,000 10.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024
BUY
$54.26 - $60.01 $6,239 - $6,901
115 Added 1.87%
6,263 $373,000
Q2 2024

Jul 31, 2024
SELL
$52.82 - $57.21 $17,800 - $19,279
-337 Reduced 5.2%
6,148 $337,000
Q1 2024

May 03, 2024
SELL
$52.35 - $57.03 $4,816 - $5,246
-92 Reduced 1.4%
6,485 $369,000
Q4 2023

Feb 02, 2024
SELL
$44.98 - $56.11 $288,456 - $359,833
-6,413 Reduced 49.37%
6,577 $364,000
Q3 2023

Nov 07, 2023
BUY
$47.76 - $53.58 $620,402 - $696,004
12,990 New
12,990 $629,000

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
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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