Carolinas Wealth Consulting LLC Schwab Fundamental U S Broad M Put Options Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

143

Shares Held

6.21M

Call Options Held

0

Put Options Held

0

Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.1 Million
8.05% of portfolio
Financial Consulate, Inc

554K
Shares

$13.4 Million
10.9% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.5 Million
2.48% of portfolio
Callan Capital, LLC La Jolla, CA

458K
Shares

$11.1 Million
2.26% of portfolio
High Tower Advisors, LLC Chicago, IL

221K
Shares

$5.33 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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