Ci Private Wealth, LLC Schwab Fundamental U S Broad M Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Ci Private Wealth, LLC holds 11,103 shares of FNDB stock, worth $779,652. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,103
Previous 11,103
-0.0%
Holding current value
$779,652
Previous $735,000
0.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$31.9 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.8 Million7.81% of portfolio