Vanguard Capital Wealth Advisors Schwab Fundamental U S Broad M Transaction History
Vanguard Capital Wealth Advisors
- $90.4 Million
- Q4 2024
A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 19,762 shares of FNDB stock, worth $453,142. This represents 0.51% of its overall portfolio holdings.
Number of Shares
19,762
Previous 6,226
217.41%
Holding current value
$453,142
Previous $438,000
4.79%
% of portfolio
0.51%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.6 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.3 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.4 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.2 Million0.04% of portfolio