Creative Planning Schwab Fundamental U S Broad M Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Creative Planning holds 49,760 shares of FNDB stock, worth $1.15 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
49,760
Previous 42,110
18.17%
Holding current value
$1.15 Million
Previous $979,000
16.85%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.9 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$30.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$15.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.7 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14.2 Million0.05% of portfolio