Glass Jacobson Investment Advisors LLC Schwab Fundamental U S Broad M Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 3,405 shares of FNDB stock, worth $83,184. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,405
Previous 553
515.73%
Holding current value
$83,184
Previous $36.2 Million
561.17%
% of portfolio
0.08%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.5 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.2 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.39 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.92 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.84 Million7.83% of portfolio