Milestone Investment Advisors LLC Schwab Fundamental U S Broad M Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 38,699 shares of FNDB stock, worth $863,761. This represents 0.25% of its overall portfolio holdings.

Number of Shares

38,699

Previous 51,834 25.34%

Holding current value

$863,761

Previous $1.21 Million 26.14%

% of portfolio

0.25%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$22.52 - $24.48 $295,800 - $321,544	-13,135 Reduced 25.34%	38,699 $890,000
Q4 2024 Feb 12, 2025	BUY	$23.07 - $70.32 $782,349 - $2.38 Million	33,912 Added 189.22%	51,834 $1.21 Million
Q3 2024 Oct 30, 2024	SELL	$64.17 - $70.37 $70,587 - $77,407	-1,100 Reduced 5.78%	17,922 $1.26 Million
Q2 2024 Aug 13, 2024	SELL	$62.66 - $66.26 $664,196 - $702,356	-10,600 Reduced 35.78%	19,022 $1.25 Million
Q1 2024 May 14, 2024	SELL	$59.85 - $66.26 $233,774 - $258,811	-3,906 Reduced 11.65%	29,622 $1.96 Million
Q4 2023 Feb 09, 2024	BUY	$52.56 - $61.29 $2,312 - $2,696	44 Added 0.13%	33,528 $2.05 Million
Q3 2023 Nov 08, 2023	BUY	$54.9 - $58.95 $237,222 - $254,722	4,321 Added 14.82%	33,484 $1.84 Million
Q2 2023 Aug 02, 2023	BUY	$52.94 - $56.74 $239,712 - $256,918	4,528 Added 18.38%	29,163 $1.65 Million
Q1 2023 May 16, 2023	BUY	$51.7 - $56.94 $6,255 - $6,889	121 Added 0.49%	24,635 $1.33 Million
Q4 2022 Mar 15, 2023	BUY	$47.77 - $55.73 $1.17 Million - $1.37 Million	24,514 New	24,514 $1.29 Billion

Others Institutions Holding FNDB

# of Institutions

158

Shares Held

12.3M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Milestone Investment Advisors LLC Schwab Fundamental U S Broad M Transaction History