Stratos Wealth Partners, Ltd. Schwab Fundamental U S Broad M Transaction History

Stratos Wealth Partners, Ltd.

$6.32 Billion
Q1 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 10,896 shares of FNDB stock, worth $252,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,896

Previous 10,860 0.33%

Holding current value

$252,024

Previous $252,000 0.79%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$22.52 - $24.48 $810 - $881	36 Added 0.33%	10,896 $250,000
Q4 2024 Jan 27, 2025	BUY	$23.07 - $70.32 $167,026 - $509,116	7,240 Added 200.0%	10,860 $252,000
Q4 2023 Jan 24, 2024	BUY	$52.56 - $61.29 $190,267 - $221,869	3,620 New	3,620 $221,000
Q4 2022 Jan 19, 2023	BUY	$47.77 - $55.73 $193,229 - $225,427	4,045 New	4,045 $0
Q1 2022 Apr 26, 2022	SELL	$54.81 - $59.23 $35,188 - $38,025	-642 Reduced 13.67%	4,056 $234,000
Q4 2021 Jan 14, 2022	BUY	$54.05 - $58.21 $8,107 - $8,731	150 Added 3.3%	4,698 $273,000
Q4 2020 Jan 29, 2021	BUY	$37.44 - $44.9 $170,277 - $204,205	4,548 New	4,548 $204,000
Q4 2018 Feb 08, 2019	SELL	N/A	-3,179 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	3,179 New	3,179 $126,000
Q2 2018 Aug 13, 2018	SELL	N/A	-3,421 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	3,421	3,421 $128,000

Others Institutions Holding FNDB

# of Institutions

165

Shares Held

12.5M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Account

Stratos Wealth Partners, Ltd. Schwab Fundamental U S Broad M Transaction History