Red Door Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 28,889 shares of FNDB stock, worth $705,758. This represents 0.36% of its overall portfolio holdings.
Number of Shares
28,889
Previous 28,889
-0.0%
Holding current value
$705,758
Previous $1.89 Million
7.29%
% of portfolio
0.36%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
4.02MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.5 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.2 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.39 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.92 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.84 Million7.83% of portfolio