Berkshire Money Management, Inc. Schwab Fundamental U S Broad M Transaction History
Berkshire Money Management, Inc.
- $836 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
143Shares Held
6.21MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.33 Million0.02% of portfolio