Wealthsource Partners, LLC Schwab Fundamental U S Broad M Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	$38.93 - $39.77 $223,380 - $228,200	-5,738 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	5,738 New	5,738 $222,000

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

13.4M

Call Options Held

0

Put Options Held

0

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.7 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.29M
Shares

$33.6 Million
1.22% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.7 Million
4.64% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$18.2 Million
3.04% of portfolio
High Tower Advisors, LLC Chicago, IL

695K
Shares

$18 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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