Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Sovran Advisors, LLC
- $954 Billion
- Q2 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 18,223 shares of FNDB stock, worth $463,228. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,223
Previous 19,252
5.34%
Holding current value
$463,228
Previous $413 Million
7.22%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
13.3MCall 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