Lido Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Lido Advisors, LLC holds 4,255 shares of FNDB stock, worth $99,141. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,255

Previous 4,533 6.13%

Holding current value

$99,141

Previous $297,000 0.67%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$64.17 - $70.37 $17,839 - $19,562	-278 Reduced 6.13%	4,255 $299,000
Q2 2024 Aug 14, 2024	SELL	$62.66 - $66.26 $193,118 - $204,213	-3,082 Reduced 40.47%	4,533 $297,000
Q1 2024 May 15, 2024	BUY	$59.85 - $66.26 $1,496 - $1,656	25 Added 0.33%	7,615 $504,000
Q4 2023 Feb 14, 2024	BUY	$52.56 - $61.29 $1,734 - $2,022	33 Added 0.44%	7,590 $463,000
Q3 2023 Nov 14, 2023	BUY	$54.9 - $58.95 $1,537 - $1,650	28 Added 0.37%	7,557 $416,000
Q2 2023 Aug 09, 2023	BUY	$52.94 - $56.74 $82,692 - $88,627	1,562 Added 26.18%	7,529 $427,000
Q1 2023 May 15, 2023	BUY	$51.7 - $56.94 $1,499 - $1,651	29 Added 0.49%	5,967 $322,000
Q4 2022 Feb 14, 2023	BUY	$47.77 - $55.73 $1,576 - $1,839	33 Added 0.56%	5,938 $312,000
Q3 2022 Nov 14, 2022	BUY	$47.13 - $56.11 $57,168 - $68,061	1,213 Added 25.85%	5,905 $278,000
Q2 2022 Aug 15, 2022	BUY	$49.26 - $58.47 $1,182 - $1,403	24 Added 0.51%	4,692 $235,000
Q1 2022 May 17, 2022	BUY	$54.81 - $59.23 $931 - $1,006	17 Added 0.37%	4,668 $269,000
Q4 2021 Feb 15, 2022	BUY	$54.05 - $58.21 $251,386 - $270,734	4,651 New	4,651 $269,000

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

4.05M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Lido Advisors, LLC Schwab Fundamental U S Broad M Transaction History