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 $141,987. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,042
-0.0%
Holding current value
$141,987
Previous $342,000
2.92%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38.6 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.8 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.7 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.7 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.5 Million0.04% of portfolio