Brightwater Advisory LLC Schwab Fundamental U S Broad M Transaction History
Brightwater Advisory LLC
- $129 Billion
- Q2 2024
A detailed history of Brightwater Advisory LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Brightwater Advisory LLC holds 112,737 shares of FNDB stock, worth $7.84 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
112,737Holding current value
$7.84 Million% of portfolio
5.71%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.86MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.2 Million11.1% of portfolio
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Callan Capital, LLC La Jolla, CA455KShares$31.6 Million2.49% of portfolio
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High Tower Advisors, LLC Chicago, IL218KShares$15.1 Million0.02% of portfolio
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Systelligence, LLC198KShares$13.8 Million3.7% of portfolio
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Sound Stewardship, LLC Overland Park, KS196KShares$13.6 Million7.81% of portfolio