Lowe Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q4 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 15 shares of FNDB stock, worth $358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 5
200.0%
Holding current value
$358
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
142Shares Held
4.66MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.2 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.9 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.27 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.81 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.74 Million7.83% of portfolio