Exencial Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,218 shares of FNDB stock, worth $194,026. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,218
Previous 9,109
9.78%
Holding current value
$194,026
Previous $603,000
10.78%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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