Values Added Financial LLC Schwab Fundamental U S Broad M Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Values Added Financial LLC holds 45,778 shares of FNDB stock, worth $1.06 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
45,778
Previous 4,700
874.0%
Holding current value
$1.06 Million
Previous $331 Million
221.94%
% of portfolio
0.62%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.3 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.4 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.5 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.3 Million0.04% of portfolio