Envestnet Asset Management Inc Schwab Fundamental U S Broad M Put Options Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

164

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.42M
Shares

$35 Million
7.01% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$32.9 Million
2.28% of portfolio
High Tower Advisors, LLC Chicago, IL

673K
Shares

$16.6 Million
0.02% of portfolio
Opes Wealth Management LLC Menlo Park, CA

635K
Shares

$15.6 Million
3.01% of portfolio
Sound Stewardship, LLC Overland Park, KS

617K
Shares

$15.2 Million
7.63% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.