New Edge Advisors, LLC Schwab Fundamental U S Broad M Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 641 shares of FNDB stock, worth $15,364. This represents 0.0% of its overall portfolio holdings.
Number of Shares
641
Previous 641
-0.0%
Holding current value
$15,364
Previous $42,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.3 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.29 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.83 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.75 Million7.83% of portfolio