Clear Point Advisors Inc. Schwab Fundamental U S Broad M Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Clear Point Advisors Inc. holds 37 shares of FNDB stock, worth $896. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37
Previous 37
-0.0%
Holding current value
$896
Previous $2.45 Million
1.06%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
142Shares Held
3.94MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$11.1 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.27 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.88 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.8 Million7.83% of portfolio