Capital Investment Advisory Services, LLC Schwab Fundamental U S Broad M Transaction History

Capital Investment Advisory Services, LLC

  • $972 Million
  • Q4 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 16,725 shares of FNDB stock, worth $401,567. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,725
Previous 5,575 200.0%
Holding current value
$401,567
Previous $392,000 0.77%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$23.07 - $70.32 $257,230 - $784,067
11,150 Added 200.0%
16,725 $389,000
Q1 2023

Apr 21, 2023
SELL
$51.7 - $56.94 $4,032 - $4,441
-78 Reduced 1.38%
5,575 $301,000
Q2 2022

Jul 22, 2022
BUY
$49.26 - $58.47 $3,842 - $4,560
78 Added 1.4%
5,653 $284,000
Q4 2021

Feb 01, 2022
BUY
$54.05 - $58.21 $301,328 - $324,520
5,575 New
5,575 $324,000

Others Institutions Holding FNDB

# of Institutions
145
Shares Held
9.82M
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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More about FNDB
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