Channel Wealth LLC Schwab Fundamental U S Broad M Transaction History
Channel Wealth LLC
- $304 Billion
- Q3 2024
A detailed history of Channel Wealth LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Channel Wealth LLC holds 12,570 shares of FNDB stock, worth $300,800. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,570
Previous 9,871
27.34%
Holding current value
$300,800
Previous $647 Million
36.64%
% of portfolio
0.29%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.2 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.28 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.82 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.74 Million7.83% of portfolio