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 $83,266. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,468
Previous 1,156
200.0%
Holding current value
$83,266
Previous $81,000
1.23%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
10.2MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.5 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$16 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio