Cetera Investment Advisers Schwab Fundamental U S Broad M Transaction History
Cetera Investment Advisers
- $55.9 Billion
- Q2 2025
A detailed history of Cetera Investment Advisers transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Cetera Investment Advisers holds 26,110 shares of FNDB stock, worth $663,716. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,110
Previous 16,228
60.89%
Holding current value
$663,716
Previous $373,000
67.83%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
13.3MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
-
Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio