New Edge Advisors, LLC Schwab Fundamental U S Broad M Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,923 shares of FNDB stock, worth $48,190. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,923
Previous 1,923
-0.0%
Holding current value
$48,190
Previous $44,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
13.6MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$35.7 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$33.5 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$32.4 Million1.22% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.6 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$17.4 Million0.02% of portfolio