Crewe Advisors LLC Schwab Fundamental U S Broad M Transaction History
Crewe Advisors LLC
- $709 Million
- Q4 2024
A detailed history of Crewe Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Crewe Advisors LLC holds 8,843 shares of FNDB stock, worth $202,062. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,843
Previous 2,948
199.97%
Holding current value
$202,062
Previous $207,000
0.97%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
154Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.5 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$30.9 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.2 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.3 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.2 Million0.04% of portfolio