Sequoia Financial Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Sequoia Financial Advisors, LLC
- $14.6 Billion
 - Q3 2025
 
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 8,187 shares of FNDB stock, worth $208,113. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,187Holding current value
$208,113% of portfolio
0.0%Shares
	  2 transactions
	
  Others Institutions Holding FNDB
# of Institutions
167Shares Held
13.4MCall Options Held
0Put Options Held
0- 
    
      Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
 - 
    
      Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
 - 
    
      Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
 - 
    
      Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
 - 
    
      High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio