Opes Wealth Management LLC Schwab Fundamental U S Broad M Call Options Transaction History

Opes Wealth Management LLC

$553 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

169

Shares Held

13.8M

Call Options Held

0

Put Options Held

0

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.6 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.31M
Shares

$33.9 Million
1.17% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.7 Million
4.64% of portfolio
Cambridge Investment Research Advisors, Inc.

700K
Shares

$18.1 Million
0.05% of portfolio
High Tower Advisors, LLC Chicago, IL

692K
Shares

$17.9 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.