Keyvantage Wealth, LLC Schwab Fundamental U S Broad M Transaction History
Keyvantage Wealth, LLC
- $140 Billion
- Q4 2024
A detailed history of Keyvantage Wealth, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 14,484 shares of FNDB stock, worth $335,159. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,484Holding current value
$335,159% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
154Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.3 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.4 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.5 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.3 Million0.04% of portfolio