Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Sovran Advisors, LLC
- $770 Billion
- Q1 2025
A detailed history of Sovran Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sovran Advisors, LLC holds 19,252 shares of FNDB stock, worth $445,106. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,252
Previous 22,729
15.3%
Holding current value
$445,106
Previous $531 Million
22.12%
% of portfolio
0.05%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.8 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$30.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$15.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.7 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14.1 Million0.05% of portfolio