Values Added Financial LLC Schwab Fundamental U S Broad M Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 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 4,700 shares of FNDB stock, worth $110,121. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,700Holding current value
$110,121% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.93MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13 Million10.9% of portfolio
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Callan Capital, LLC La Jolla, CA459KShares$10.7 Million2.48% of portfolio
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High Tower Advisors, LLC Chicago, IL218KShares$5.1 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio
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Systelligence, LLC198KShares$4.64 Million3.7% of portfolio