Moss Adams Wealth Advisors LLC Schwab Fundamental U S Broad M Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 20, 2023	BUY	$54.9 - $58.95 $16,470 - $17,685	300 New	300 $16.5 Million

Others Institutions Holding FNDB

# of Institutions

149

Shares Held

12M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$39.9 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.9 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$16.2 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.2 Million
8.05% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$14 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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