Vanguard Capital Wealth Advisors Schwab Fundamental U S Broad M Transaction History
Vanguard Capital Wealth Advisors
- $102 Million
- Q3 2024
A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 6,226 shares of FNDB stock, worth $148,988. This represents 0.43% of its overall portfolio holdings.
Number of Shares
6,226
Previous 3,491
78.34%
Holding current value
$148,988
Previous $228,000
92.11%
% of portfolio
0.43%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.2 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.28 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.82 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.74 Million7.83% of portfolio