Bellevue Asset Management, LLC Schwab Fundamental U S Broad M Transaction History
Bellevue Asset Management, LLC
- $180 Million
- Q2 2024
A detailed history of Bellevue Asset Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 10,624 shares of FNDB stock, worth $250,832. This represents 0.39% of its overall portfolio holdings.
Number of Shares
10,624
Previous 10,624
-0.0%
Holding current value
$250,832
Previous $703,000
1.0%
% of portfolio
0.39%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio