Creative Planning Schwab Fundamental U S Broad M Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Creative Planning holds 42,110 shares of FNDB stock, worth $948,317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42,110
Previous 14,137
197.87%
Holding current value
$948,317
Previous $994,000
1.51%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$30.5 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.1 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13 Million0.04% of portfolio