Steward Partners Investment Advisory, LLC Schwab Fundamental U S Broad M Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,468 shares of FNDB stock, worth $84,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,468
Previous 1,156 200.0%
Holding current value
$84,307
Previous $81,000 1.23%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$23.07 - $70.32 $53,337 - $162,579
2,312 Added 200.0%
3,468 $80,000
Q2 2024

Aug 08, 2024
BUY
$62.66 - $66.26 $72,434 - $76,596
1,156 New
1,156 $75,000
Q2 2021

Aug 13, 2021
SELL
$51.84 - $55.77 $173,715 - $186,885
-3,351 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$44.29 - $52.19 $148,415 - $174,888
3,351 New
3,351 $0

Others Institutions Holding FNDB

# of Institutions
149
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
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