Tanglewood Legacy Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Tanglewood Legacy Advisors, LLC
- $228 Billion
- Q1 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 4,191 shares of FNDB stock, worth $96,895. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,191
Previous 4,191
-0.0%
Holding current value
$96,895
Previous $97.5 Million
1.08%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.8 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$30.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$15.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.7 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14.1 Million0.05% of portfolio