Crewe Advisors LLC Schwab Fundamental U S Broad M Transaction History
Crewe Advisors LLC
- $1.01 Billion
- Q3 2025
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 $229,033. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,843
Previous 8,843
-0.0%
Holding current value
$229,033
Previous $212,000
7.08%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
169Shares 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