Cva Family Office, LLC Schwab Fundamental U S Broad M Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Cva Family Office, LLC holds 54,687 shares of FNDB stock, worth $3.84 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
54,687
Previous 55,746
1.9%
Holding current value
$3.84 Million
Previous $3.69 Million
2.9%
% of portfolio
0.65%
Previous 0.67%
Shares
19 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$32 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.8 Million7.81% of portfolio