Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History

Valued Wealth Advisors LLC

$160 Billion
Q4 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 57,795 shares of FNDC stock, worth $2.02 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

57,795

Previous 51,416 12.41%

Holding current value

$2.02 Million

Previous $1.96 Billion 0.59%

% of portfolio

1.24%

Previous 1.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$33.92 - $38.03 $216,375 - $242,593	6,379 Added 12.41%	57,795 $1.97 Billion
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

242

Shares Held

59.3M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Account

Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History