Modern Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,006 shares of FNDB stock, worth $267,973. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,006Holding current value
$267,973% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$36.5 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$29.8 Million2.28% of portfolio
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High Tower Advisors, LLC Chicago, IL673KShares$15 Million0.02% of portfolio
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Opes Wealth Management LLC Menlo Park, CA635KShares$14.2 Million3.01% of portfolio
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Cambridge Investment Research Advisors, Inc.612KShares$13.7 Million0.05% of portfolio