Keyvantage Wealth, LLC Schwab Fundamental U S Broad M Transaction History
Keyvantage Wealth, LLC
- $140 Billion
- Q4 2024
A detailed history of Keyvantage Wealth, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 14,484 shares of FNDB stock, worth $354,568. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,484Holding current value
$354,568% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
152Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$40.2 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$33.1 Million2.31% of portfolio
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High Tower Advisors, LLC Chicago, IL666KShares$16.3 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS583KShares$14.3 Million8.05% of portfolio
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Cambridge Investment Research Advisors, Inc.576KShares$14.1 Million0.04% of portfolio