Kelly Financial Services LLC Schwab Fundamental U S Broad M Transaction History

Kelly Financial Services LLC

  • $268 Million
  • Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Kelly Financial Services LLC holds 292 shares of FNDB stock, worth $20,302. This represents 0.01% of its overall portfolio holdings.

Number of Shares
292
Previous 105 178.1%
Holding current value
$20,302
Previous $6,000 216.67%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$62.66 - $66.26 $11,717 - $12,390
187 Added 178.1%
292 $19,000
Q4 2023

Jul 17, 2024
BUY
$52.56 - $61.29 $5,518 - $6,435
105 New
105 $6.42 Million

Others Institutions Holding FNDB

# of Institutions
140
Shares Held
3.86M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

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