Wade Financial Advisory, Inc Schwab Fundamental U S Broad M Transaction History
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 45,843 shares of FNDB stock, worth $1.19 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
45,843
Previous 46,158
0.68%
Holding current value
$1.19 Million
Previous $1.07 Million
1.77%
% of portfolio
0.36%
Previous 0.36%
Shares
13 transactions
Others Institutions Holding FNDB
# of Institutions
168Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio