Jones Financial Companies Lllp Schwab Fundamental U S Broad M Transaction History
Jones Financial Companies Lllp
- $146 Billion
- Q3 2025
A detailed history of Jones Financial Companies Lllp transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Jones Financial Companies Lllp holds 78,469 shares of FNDB stock, worth $2.03 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
78,469
Previous 52,895
48.35%
Holding current value
$2.03 Million
Previous $1.27 Million
59.23%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDB
# of Institutions
169Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio