Elevation Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Elevation Wealth Partners’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.97K	Hold
2025 Q2	$2.73K	Hold
2025 Q1	$2.6K	Hold
2024 Q4	$2.81K	Buy
2024 Q3	$2.81K	Hold
2024 Q2	$2.58K	Hold
2024 Q1	$2.68K	Hold
2023 Q4	$2.28K	Hold
2023 Q3	$2.28K	Sell
2023 Q2	$3.28K	Buy