A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Clear Point Advisors Inc. holds 37 shares of FNDB stock, worth $896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 37 -0.0%
Holding current value
$896
Previous $2.45 Million 1.06%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$59.85 - $66.26 $418 - $463
7 Added 23.33%
37 $2.45 Million
Q4 2023

May 15, 2024

BUY
$52.56 - $61.29 $1,576 - $1,838
30 New
30 $1.83 Million

Others Institutions Holding FNDB

About SCHWAB FUNDAMENTAL U S BROAD M


  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.