Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sovran Advisors, LLC holds 22,729 shares of FNDB stock, worth $550,723. This represents 0.08% of its overall portfolio holdings.

Number of Shares

22,729

Holding current value

$550,723

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$23.07 - $70.32 $524,358 - $1.6 Million	22,729 New	22,729 $531 Million

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

9.37M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.64M
Shares

$39.8 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.8 Million
2.31% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.1 Million
8.05% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.6 Million
2.48% of portfolio
Systelligence, LLC

461K
Shares

$11.2 Million
2.83% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account

Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History