Onyx Bridge Wealth Group LLC Schwab Fundamental U S Broad M Transaction History
Onyx Bridge Wealth Group LLC
- $667 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
158Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$35.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$29.2 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$14.4 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$13.2 Million0.05% of portfolio
-
Sound Stewardship, LLC Overland Park, KS572KShares$12.3 Million7.5% of portfolio