Madison Wealth Management Schwab Fundamental U S Broad M Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Madison Wealth Management holds 6,042 shares of FNDB stock, worth $139,691. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,042
-0.0%
Holding current value
$139,691
Previous $342,000
2.92%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.8 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$30.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$15.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.7 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14.1 Million0.05% of portfolio