Wealth Enhancement Advisory Services, LLC Schwab Fundamental U S Broad M Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 44,412 shares of FNDB stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44,412Holding current value
$1.08 Million% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.6 Million9.95% of portfolio
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Callan Capital, LLC La Jolla, CA1.34MShares$32.4 Million2.28% of portfolio
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High Tower Advisors, LLC Chicago, IL673KShares$16.3 Million0.02% of portfolio
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Opes Wealth Management LLC Menlo Park, CA635KShares$15.4 Million3.01% of portfolio
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Sound Stewardship, LLC Overland Park, KS617KShares$14.9 Million7.63% of portfolio