Chicago Partners Investment Group LLC Schwab Fundamental U S Broad M Transaction History
Chicago Partners Investment Group LLC
- $3.16 Billion
- Q2 2025
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 $536,185. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,029
Previous 22,029
-0.0%
Holding current value
$536,185
Previous $506,000
4.35%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
166Shares Held
13.6MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$34.6 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.5 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$31.5 Million1.22% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.1 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$16.9 Million0.02% of portfolio