Foster & Motley Inc Schwab Fundamental U S Broad M Transaction History
Foster & Motley Inc
- $1.86 Billion
- Q3 2025
A detailed history of Foster & Motley Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Foster & Motley Inc holds 12,209 shares of FNDB stock, worth $310,352. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,209
              Previous 12,172
              
        
           0.3%
        
      
          
        Holding current value
$310,352
            Previous $292,000
            
        
           7.53%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  8 transactions
	
  Others Institutions Holding FNDB
# of Institutions
166Shares Held
13.4MCall Options Held
0Put Options Held
0- 
    
      Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
- 
    
      Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
- 
    
      Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
- 
    
      Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio