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

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

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 12,841 shares of FNDB stock, worth $297,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,841
Previous 12,806 0.27%
Holding current value
$297,012
Previous $297,000 0.67%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$22.52 - $24.48 $788 - $856
35 Added 0.27%
12,841 $295,000
Q4 2024

Feb 14, 2025
BUY
$23.07 - $70.32 $197,271 - $601,306
8,551 Added 200.96%
12,806 $297,000
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
165
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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