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 $213,558. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,843
Previous 2,948
199.97%
Holding current value
$213,558
Previous $207,000
0.97%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
143Shares Held
8.51MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.6 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.7 Million2.31% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
-
Systelligence, LLC461KShares$11.1 Million2.83% of portfolio