Financial Consulate, Inc Schwab Fundamental U S Broad M Put Options Transaction History

Financial Consulate, Inc

$360 Million
Q4 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

145

Shares Held

9.37M

Call Options Held

0

Put Options Held

0

Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.8 Million
2.31% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14.1 Million
8.05% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.6 Million
2.48% of portfolio
Systelligence, LLC

461K
Shares

$11.2 Million
2.83% of portfolio
Raymond James Financial Inc St. Petersburg, FL

420K
Shares

$10.2 Million
0.0% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.