Crewe Advisors LLC Schwab Fundamental U S Broad M Transaction History
Crewe Advisors LLC
- $859 Million
- Q3 2024
A detailed history of Crewe Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Crewe Advisors LLC holds 2,948 shares of FNDB stock, worth $72,019. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,948
Previous 2,948
-0.0%
Holding current value
$72,019
Previous $193,000
7.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.5 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.2 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.39 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.92 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.84 Million7.83% of portfolio