Berkshire Money Management, Inc. Schwab Fundamental U S Broad M Transaction History
Berkshire Money Management, Inc.
- $796 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.6 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$30.7 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$15.4 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.6 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14 Million0.05% of portfolio