Capital Investment Advisory Services, LLC Schwab Fundamental U S Broad M Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 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 5,575 shares of FNDB stock, worth $129,897. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,575
Previous 5,575
-0.0%
Holding current value
$129,897
Previous $365,000
7.4%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$12.9 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.69 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio