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

Values Added Financial LLC

  • $173 Billion
  • Q4 2024

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 45,778 shares of FNDB stock, worth $1.08 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
45,778
Previous 4,700 874.0%
Holding current value
$1.08 Million
Previous $331 Million 221.94%
% of portfolio
0.62%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
153
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
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