Great Valley Advisor Group, Inc. Schwab Fundamental U S Broad M Transaction History
Great Valley Advisor Group, Inc.
- $3.21 Billion
- Q1 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 5,783 shares of FNDB stock, worth $380,521. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,783
Previous 5,028
15.02%
Holding current value
$380,521
Previous $307,000
24.76%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
135Shares Held
3.76MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc547KShares$36 Million11.24% of portfolio
-
Callan Capital, LLC La Jolla, CA457KShares$30.1 Million2.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL211KShares$13.9 Million0.02% of portfolio
-
Systelligence, LLC202KShares$13.3 Million3.68% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$12.9 Million7.86% of portfolio