Cva Family Office, LLC Schwab Fundamental U S Broad M Transaction History
Cva Family Office, LLC
- $606 Million
- Q3 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 52,246 shares of FNDB stock, worth $1.23 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
52,246
Previous 54,687
4.46%
Holding current value
$1.23 Million
Previous $3.59 Million
2.51%
% of portfolio
0.61%
Previous 0.65%
Shares
20 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio