Avantax Advisory Services, Inc. Schwab Fundamental U S Broad M Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,278 shares of FNDB stock, worth $318,804. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,278Holding current value
$318,804% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
10.2MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.5 Million2.31% of portfolio
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High Tower Advisors, LLC Chicago, IL666KShares$16 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
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Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio