Pinney & Scofield, Inc. Schwab Fundamental U S Broad M Transaction History

Pinney & Scofield, Inc.

$132 Billion
Q4 2024

A detailed history of Pinney & Scofield, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Pinney & Scofield, Inc. holds 360 shares of FNDB stock, worth $8,658. This represents 0.01% of its overall portfolio holdings.

Number of Shares

360

Holding current value

$8,658

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$23.07 - $70.32 $8,305 - $25,315	360 New	360 $8.37 Million

Others Institutions Holding FNDB

# of Institutions

152

Shares Held

12.3M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.64M
Shares

$39.5 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.6 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$16 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14 Million
8.05% of portfolio
Cambridge Investment Research Advisors, Inc.

576K
Shares

$13.9 Million
0.04% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Pinney & Scofield, Inc. Schwab Fundamental U S Broad M Transaction History