Modern Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Modern Wealth Management, LLC holds 21,748 shares of FNDB stock, worth $563,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,748
Previous 23,823 8.71%
Holding current value
$563,273
Previous $571,000 97937.48%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.83 - $25.77 $49,447 - $53,472
-2,075 Reduced 8.71%
21,748 $560 Million
Q2 2025

Nov 12, 2025
BUY
$20.36 - $23.98 $36,953 - $43,523
1,815 Added 8.25%
23,823 $571,000
Q2 2025

Aug 14, 2025
BUY
$20.36 - $23.98 $203,640 - $239,847
10,002 Added 83.31%
22,008 $527,000
Q1 2025

May 15, 2025
BUY
$22.52 - $24.48 $270,375 - $293,906
12,006 New
12,006 $276 Million

Others Institutions Holding FNDB

# of Institutions
169
Shares Held
13.8M
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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