Values Added Financial LLC Schwab Fundamental U S Broad M Transaction History

Values Added Financial LLC

  • $206 Billion
  • Q2 2025

A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Values Added Financial LLC holds 49,678 shares of FNDB stock, worth $1.24 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
49,678
Previous 49,678 -0.0%
Holding current value
$1.24 Million
Previous $1.14 Billion 4.22%
% of portfolio
0.58%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$22.52 - $24.48 $87,828 - $95,472
3,900 Added 8.52%
49,678 $1.14 Billion
Q4 2024

Jan 29, 2025
BUY
$23.07 - $70.32 $947,669 - $2.89 Million
41,078 Added 874.0%
45,778 $1.06 Billion
Q3 2024

Oct 28, 2024
BUY
$64.17 - $70.37 $301,599 - $330,739
4,700 New
4,700 $331 Million

Others Institutions Holding FNDB

# of Institutions
167
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

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