Stratos Wealth Partners, Ltd. Schwab Fundamental U S Broad M Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 10,860 shares of FNDB stock, worth $261,508. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,860

Previous 3,620 200.0%

Holding current value

$261,508

Previous $254,000 0.79%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$23.07 - $70.32 $167,026 - $509,116	7,240 Added 200.0%	10,860 $252,000
Q4 2023 Jan 24, 2024	BUY	$52.56 - $61.29 $190,267 - $221,869	3,620 New	3,620 $221,000
Q4 2022 Jan 19, 2023	BUY	$47.77 - $55.73 $193,229 - $225,427	4,045 New	4,045 $0
Q1 2022 Apr 26, 2022	SELL	$54.81 - $59.23 $35,188 - $38,025	-642 Reduced 13.67%	4,056 $234,000
Q4 2021 Jan 14, 2022	BUY	$54.05 - $58.21 $8,107 - $8,731	150 Added 3.3%	4,698 $273,000
Q4 2020 Jan 29, 2021	BUY	$37.44 - $44.9 $170,277 - $204,205	4,548 New	4,548 $204,000
Q4 2018 Feb 08, 2019	SELL	N/A	-3,179 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	3,179 New	3,179 $126,000
Q2 2018 Aug 13, 2018	SELL	N/A	-3,421 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	3,421	3,421 $128,000

Others Institutions Holding FNDB

# of Institutions

153

Shares Held

12.4M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Stratos Wealth Partners, Ltd. Schwab Fundamental U S Broad M Transaction History