Milestone Investment Advisors LLC Schwab Fundamental U S Broad M Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 37,386 shares of FNDB stock, worth $909,975. This represents 0.24% of its overall portfolio holdings.

Number of Shares
37,386
Previous 38,699 3.39%
Holding current value
$909,975
Previous $890,000 0.67%
% of portfolio
0.24%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$20.36 - $23.98 $26,732 - $31,485
-1,313 Reduced 3.39%
37,386 $896,000
Q1 2025

Apr 28, 2025
SELL
$22.52 - $24.48 $295,800 - $321,544
-13,135 Reduced 25.34%
38,699 $890,000
Q4 2024

Feb 12, 2025
BUY
$23.07 - $70.32 $782,349 - $2.38 Million
33,912 Added 189.22%
51,834 $1.21 Million
Q3 2024

Oct 30, 2024
SELL
$64.17 - $70.37 $70,587 - $77,407
-1,100 Reduced 5.78%
17,922 $1.26 Million
Q2 2024

Aug 13, 2024
SELL
$62.66 - $66.26 $664,196 - $702,356
-10,600 Reduced 35.78%
19,022 $1.25 Million
Q1 2024

May 14, 2024
SELL
$59.85 - $66.26 $233,774 - $258,811
-3,906 Reduced 11.65%
29,622 $1.96 Million
Q4 2023

Feb 09, 2024
BUY
$52.56 - $61.29 $2,312 - $2,696
44 Added 0.13%
33,528 $2.05 Million
Q3 2023

Nov 08, 2023
BUY
$54.9 - $58.95 $237,222 - $254,722
4,321 Added 14.82%
33,484 $1.84 Million
Q2 2023

Aug 02, 2023
BUY
$52.94 - $56.74 $239,712 - $256,918
4,528 Added 18.38%
29,163 $1.65 Million
Q1 2023

May 16, 2023
BUY
$51.7 - $56.94 $6,255 - $6,889
121 Added 0.49%
24,635 $1.33 Million
Q4 2022

Mar 15, 2023
BUY
$47.77 - $55.73 $1.17 Million - $1.37 Million
24,514 New
24,514 $1.29 Billion

Others Institutions Holding FNDB

# of Institutions
164
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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