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 $1.11 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
45,778
Previous 4,700 874.0%
Holding current value
$1.11 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
144
Shares Held
6.51M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email