Brightwater Advisory LLC Schwab Fundamental U S Broad M Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Brightwater Advisory LLC holds 107,155 shares of FNDB stock, worth $2.6 Million. This represents 5.55% of its overall portfolio holdings.

Number of Shares
107,155
Previous 112,737 4.95%
Holding current value
$2.6 Million
Previous $7.39 Billion 1.99%
% of portfolio
5.55%
Previous 5.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$64.17 - $70.37 $358,196 - $392,805
-5,582 Reduced 4.95%
107,155 $7.54 Billion
Q2 2024

Sep 10, 2024
BUY
$62.66 - $66.26 $7.06 Million - $7.47 Million
112,737 New
112,737 $7.39 Billion
Q1 2024

Oct 02, 2024
BUY
$59.85 - $66.26 $270,761 - $299,760
4,524 Added 4.01%
117,261 $7.77 Billion

Others Institutions Holding FNDB

# of Institutions
144
Shares Held
3.94M
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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