Eq Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 136 shares of FNDB stock, worth $3,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

136

Holding current value

$3,006

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$22.52 - $24.48 $3,062 - $3,329	136 New	136 $3.13 Million

Others Institutions Holding FNDB

# of Institutions

158

Shares Held

12.3M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.64M
Shares

$36.2 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$29.9 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$14.7 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$13.5 Million
0.05% of portfolio
Sound Stewardship, LLC Overland Park, KS

572K
Shares

$12.6 Million
7.5% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

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Eq Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History