Tanglewood Legacy Advisors, LLC Schwab Fundamental U S Broad M Call Options Transaction History

Tanglewood Legacy Advisors, LLC

$234 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

9.82M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$39.4 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.5 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$16 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14 Million
8.05% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.5 Million
2.48% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

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