Hhm Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 99,273 shares of FNDB stock, worth $2.39 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
99,273
Previous 33,792
193.78%
Holding current value
$2.39 Million
Previous $2.38 Million
2.86%
% of portfolio
0.32%
Previous 0.34%
Shares
24 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