Plante Moran Financial Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 387 shares of FNDB stock, worth $8,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares
387
Holding current value
$8,637
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$22.52 - $24.48 $8,715 - $9,473
387 New
387 $8,000
Q1 2020

May 07, 2020
SELL
$26.6 - $43.02 $11,677 - $18,885
-439 Closed
0 $0
Q4 2018

Jan 29, 2019
BUY
N/A
2 Added 0.46%
439 $15,000
Q3 2018

Nov 09, 2018
BUY
N/A
2 Added 0.46%
437 $17,000
Q1 2018

May 01, 2018
BUY
N/A
2 Added 0.46%
435 $16,000
Q4 2017

Feb 01, 2018
BUY
N/A
433
433 $16,000

Others Institutions Holding FNDB

# of Institutions
165
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
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More about FNDB
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