Lowe Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q4 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 15 shares of FNDB stock, worth $352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 5
200.0%
Holding current value
$352
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38.6 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.8 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.7 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.7 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.5 Million0.04% of portfolio