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 $441,361. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,223
Previous 19,252
5.34%
Holding current value
$441,361
Previous $413 Million
7.22%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.6 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.4 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$16.3 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$15.4 Million3.01% of portfolio
-
Sound Stewardship, LLC Overland Park, KS617KShares$14.9 Million7.63% of portfolio