Allworth Financial LP Schwab Fundamental U S Broad M Transaction History

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025

A detailed history of Allworth Financial LP transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Allworth Financial LP holds 2,935 shares of FNDB stock, worth $74,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,935
Previous 1,411 108.01%
Holding current value
$74,607
Previous $32,000 118.75%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$20.36 - $23.98 $31,028 - $36,545
1,524 Added 108.01%
2,935 $70,000
Q1 2025

Apr 30, 2025
BUY
$22.52 - $24.48 $6,846 - $7,441
304 Added 27.46%
1,411 $32,000
Q4 2024

Jan 30, 2025
BUY
$23.07 - $70.32 $18,617 - $56,748
807 Added 269.0%
1,107 $25,000
Q3 2022

Oct 18, 2022
SELL
$47.13 - $56.11 $28,937 - $34,451
-614 Reduced 67.18%
300 $14,000
Q2 2021

Aug 02, 2021
BUY
$51.84 - $55.77 $47,381 - $50,973
914 New
914 $50,000

Others Institutions Holding FNDB

# of Institutions
166
Shares Held
13.4M
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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