Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sovran Advisors, LLC holds 22,729 shares of FNDB stock, worth $549,359. This represents 0.08% of its overall portfolio holdings.

Number of Shares

22,729

Holding current value

$549,359

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$23.07 - $70.32 $524,358 - $1.6 Million	22,729 New	22,729 $531 Million

Others Institutions Holding FNDB

# of Institutions

143

Shares Held

6.21M

Call Options Held

Put Options Held

Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.1 Million
8.05% of portfolio
Financial Consulate, Inc

554K
Shares

$13.4 Million
10.9% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.5 Million
2.48% of portfolio
Callan Capital, LLC La Jolla, CA

458K
Shares

$11.1 Million
2.26% of portfolio
High Tower Advisors, LLC Chicago, IL

221K
Shares

$5.33 Million
0.02% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
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Sovran Advisors, LLC Schwab Fundamental U S Broad M Transaction History