Wealthspire Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 70,740 shares of FNDB stock, worth $1.84 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

70,740

Previous 70,740 -0.0%

Holding current value

$1.84 Million

Previous $1.63 Million 4.24%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$23.07 - $70.32 $1.09 Million - $3.32 Million	47,160 Added 200.0%	70,740 $1.65 Million
Q1 2023 May 09, 2023	SELL	$51.7 - $56.94 $1,809 - $1,992	-35 Reduced 0.15%	23,580 $1.28 Million
Q1 2022 May 09, 2022	BUY	$54.81 - $59.23 $54,810 - $59,230	1,000 Added 4.42%	23,615 $1.36 Million
Q2 2021 Aug 13, 2021	SELL	$51.84 - $55.77 $51,840 - $55,770	-1,000 Reduced 4.23%	22,615 $1.23 Million
Q1 2021 May 17, 2021	BUY	$44.29 - $52.19 $1.05 Million - $1.23 Million	23,615 New	23,615 $1.21 Million
Q2 2020 Aug 14, 2020	SELL	$29.23 - $39.53 $690,266 - $933,500	-23,615 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$26.6 - $43.02 $628,159 - $1.02 Million	23,615 New	23,615 $725,000

Others Institutions Holding FNDB

# of Institutions

166

Shares Held

13.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
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Wealthspire Advisors, LLC Schwab Fundamental U S Broad M Transaction History