Avantax Advisory Services, Inc. Schwab Fundamental U S Broad M Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,114 shares of FNDB stock, worth $339,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,114
Previous 20,656 36.51%
Holding current value
$339,652
Previous $475,000 33.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
$20.36 - $23.98 $153,555 - $180,857
-7,542 Reduced 36.51%
13,114 $314,000
Q1 2025

May 06, 2025
BUY
$22.52 - $24.48 $166,152 - $180,613
7,378 Added 55.57%
20,656 $475,000
Q4 2024

Feb 07, 2025
BUY
$23.07 - $70.32 $306,323 - $933,708
13,278 New
13,278 $308,000

Others Institutions Holding FNDB

# of Institutions
169
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
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