Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History

Valued Wealth Advisors LLC

$154 Billion
Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 51,416 shares of FNDC stock, worth $1.75 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

51,416

Previous 47,609 8.0%

Holding current value

$1.75 Million

Previous $1.66 Billion 17.85%

% of portfolio

1.27%

Previous 1.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$33.85 - $38.5 $128,866 - $146,569	3,807 Added 8.0%	51,416 $1.96 Billion
Q2 2024 Jul 16, 2024	BUY	$33.97 - $36.16 $148,788 - $158,380	4,380 Added 10.13%	47,609 $1.66 Billion
Q1 2024 Apr 30, 2024	BUY	$33.21 - $35.58 $184,780 - $197,967	5,564 Added 14.77%	43,229 $1.53 Billion
Q4 2023 Jan 05, 2024	BUY	$30.23 - $34.87 $1.14 Million - $1.31 Million	37,665 New	37,665 $1.21 Billion

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

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Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History