Valmark Advisers, Inc. Schwab Fundamental U S Broad M Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,075 shares of FNDB stock, worth $200,648. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,075Holding current value
$200,648% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
158Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$36.2 Million9.95% of portfolio
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Callan Capital, LLC La Jolla, CA1.35MShares$29.9 Million2.31% of portfolio
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High Tower Advisors, LLC Chicago, IL666KShares$14.7 Million0.02% of portfolio
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Cambridge Investment Research Advisors, Inc.612KShares$13.5 Million0.05% of portfolio
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Sound Stewardship, LLC Overland Park, KS572KShares$12.6 Million7.5% of portfolio