Valeo Financial Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$51.84 - $55.77 $155 - $167	-3 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$37.44 - $44.9 $112 - $134	3 New	3 $0

Others Institutions Holding FNDB

# of Institutions

166

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$36.5 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$29.8 Million
2.28% of portfolio
High Tower Advisors, LLC Chicago, IL

673K
Shares

$15 Million
0.02% of portfolio
Opes Wealth Management LLC Menlo Park, CA

635K
Shares

$14.2 Million
3.01% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$13.7 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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