Callan Capital, LLC Schwab Fundamental U S Broad M Transaction History
Callan Capital, LLC
- $1.36 Billion
- Q4 2024
A detailed history of Callan Capital, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Callan Capital, LLC holds 1,353,972 shares of FNDB stock, worth $31.8 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
1,353,972
Previous 457,784
195.77%
Holding current value
$31.8 Million
Previous $32.2 Million
2.24%
% of portfolio
2.31%
Previous 2.26%
Shares
34 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38.6 Million10.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.7 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.7 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.5 Million0.04% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.2 Million2.48% of portfolio