Values Added Financial LLC Schwab Fundamental U S Broad M Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Values Added Financial LLC holds 4,700 shares of FNDB stock, worth $113,223. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,700Holding current value
$113,223% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
143Shares Held
4.78MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
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Financial Consulate, Inc554KShares$13.3 Million10.9% of portfolio
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Callan Capital, LLC La Jolla, CA458KShares$11 Million2.26% of portfolio
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High Tower Advisors, LLC Chicago, IL221KShares$5.31 Million0.02% of portfolio
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Systelligence, LLC201KShares$4.85 Million3.74% of portfolio