Yoder Wealth Management, Inc. Schwab Fundamental U S Broad M Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 25,719 shares of FNDB stock, worth $1.73 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
25,719
Previous 26,089
1.42%
Holding current value
$1.73 Million
Previous $1.73 Billion
2.43%
% of portfolio
1.09%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
139Shares Held
3.75MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$36.8 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$30.5 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$14.6 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.3 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.1 Million7.81% of portfolio