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 $142,651. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,042
-0.0%
Holding current value
$142,651
Previous $342,000
2.92%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio