Channel Wealth LLC Schwab Fundamental U S Broad M Transaction History
Channel Wealth LLC
- $307 Billion
- Q4 2024
A detailed history of Channel Wealth LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Channel Wealth LLC holds 37,710 shares of FNDB stock, worth $908,056. This represents 0.29% of its overall portfolio holdings.
Number of Shares
37,710
Previous 12,570
200.0%
Holding current value
$908,056
Previous $885 Million
0.84%
% of portfolio
0.29%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.5 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.6 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$16 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.9 Million0.04% of portfolio