Ci Private Wealth, LLC Schwab Fundamental U S Broad M Put Options Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

165

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$37.3 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$30.5 Million
2.28% of portfolio
High Tower Advisors, LLC Chicago, IL

673K
Shares

$15.4 Million
0.02% of portfolio
Opes Wealth Management LLC Menlo Park, CA

635K
Shares

$14.5 Million
3.01% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$14 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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