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 $153,587. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,042
-0.0%
Holding current value
$153,587
Previous $342,000
2.92%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
167Shares Held
13.3MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
-
Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio