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

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 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 9,143 shares of FNDB stock, worth $229,123. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,143
Previous 9,092 0.56%
Holding current value
$229,123
Previous $207,000 5.8%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
167
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
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More about FNDB
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