Blue Bell Private Wealth Management, LLC Schwab Fundamental U S Broad M Put Options Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

151

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$40.1 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$33.1 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$16.3 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.2 Million
8.05% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$14.1 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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