Allworth Financial LP Schwab Fundamental U S Broad M Transaction History
Allworth Financial LP
- $22 Billion
- Q3 2025
A detailed history of Allworth Financial LP transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Allworth Financial LP holds 2,686 shares of FNDB stock, worth $69,567. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,686
Previous 2,935
8.48%
Holding current value
$69,567
Previous $70,000
1.43%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FNDB
# of Institutions
170Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio