Chicago Partners Investment Group LLC Schwab Fundamental U S Broad M Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q3 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 22,029 shares of FNDB stock, worth $513,275. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,029
Previous 7,343
200.0%
Holding current value
$513,275
Previous $481,000
222.25%
% of portfolio
0.06%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$12.9 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.69 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio