Morgan Rosel Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Morgan Rosel Wealth Management, LLC
- $291 Million
- Q3 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 12,696 shares of FNDB stock, worth $299,752. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,696
Previous 12,692
0.03%
Holding current value
$299,752
Previous $832,000
7.33%
% of portfolio
0.31%
Previous 0.31%
Shares
19 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