Winthrop Advisory Group LLC Schwab Fundamental U S Broad M Transaction History

Winthrop Advisory Group LLC

  • $1.14 Billion
  • Q3 2025

A detailed history of Winthrop Advisory Group LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 9,202 shares of FNDB stock, worth $238,331. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,202
Previous 9,143 0.65%
Holding current value
$238,331
Previous $219,000 7.76%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$23.83 - $25.77 $1,405 - $1,520
59 Added 0.65%
9,202 $236,000
Q2 2025

Jul 23, 2025
BUY
$20.36 - $23.98 $1,038 - $1,222
51 Added 0.56%
9,143 $219,000
Q1 2025

Apr 08, 2025
BUY
$22.52 - $24.48 $204,751 - $222,572
9,092 New
9,092 $207,000
Q3 2024

Oct 31, 2024
BUY
$64.17 - $70.37 $192,189 - $210,758
2,995 New
2,995 $210,000

Others Institutions Holding FNDB

# of Institutions
168
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
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More about FNDB
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