Envestnet Asset Management Inc Schwab Fundamental U S Broad M Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Envestnet Asset Management Inc holds 69,466 shares of FNDB stock, worth $1.64 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
69,466
Previous 73,569
5.58%
Holding current value
$1.64 Million
Previous $4.87 Million
6.54%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio