Centurion Wealth Management LLC Schwab Fundamental U S Broad M Transaction History
Centurion Wealth Management LLC
- $457 Billion
- Q4 2025
A detailed history of Centurion Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Centurion Wealth Management LLC holds 87,982 shares of FNDB stock, worth $2.28 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
87,982
Previous 85,973
2.34%
Holding current value
$2.28 Million
Previous $2.21 Billion
5.64%
% of portfolio
0.51%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
170Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio