Nicholas Hoffman & Company, Llc. Schwab Fundamental U S Broad M Transaction History
Nicholas Hoffman & Company, Llc.
- $2.13 Billion
- Q2 2024
A detailed history of Nicholas Hoffman & Company, Llc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Nicholas Hoffman & Company, Llc. holds 17,795 shares of FNDB stock, worth $420,139. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,795
Previous 17,536
1.48%
Holding current value
$420,139
Previous $1.16 Million
0.43%
% of portfolio
0.05%
Previous 0.06%
Shares
5 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