Resonant Capital Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Resonant Capital Advisors, LLC

$1.34 Billion
Q3 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 27,398 shares of FNDB stock, worth $638,373. This represents 0.14% of its overall portfolio holdings.

Number of Shares

27,398

Previous 27,867 1.68%

Holding current value

$638,373

Previous $1.83 Million 5.47%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$64.17 - $70.37 $30,095 - $33,003	-469 Reduced 1.68%	27,398 $1.93 Million
Q2 2024 Aug 01, 2024	SELL	$62.66 - $66.26 $14,850 - $15,703	-237 Reduced 0.84%	27,867 $1.83 Million
Q4 2023 Jan 31, 2024	BUY	$52.56 - $61.29 $8,514 - $9,928	162 Added 0.58%	28,104 $1.72 Million
Q3 2023 Oct 31, 2023	SELL	$54.9 - $58.95 $64,782 - $69,561	-1,180 Reduced 4.05%	27,942 $1.54 Million
Q2 2023 Jul 25, 2023	BUY	$52.94 - $56.74 $52,675 - $56,456	995 Added 3.54%	29,122 $1.65 Million
Q1 2023 Apr 21, 2023	BUY	$51.7 - $56.94 $11,632 - $12,811	225 Added 0.81%	28,127 $1.52 Million
Q4 2022 Jan 23, 2023	BUY	$47.77 - $55.73 $1.33 Million - $1.55 Million	27,902 New	27,902 $0

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

4.05M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Resonant Capital Advisors, LLC Schwab Fundamental U S Broad M Transaction History