Red Tortoise LLC Schwab Fundamental U S Broad M Transaction History
Red Tortoise LLC
- $184 Million
- Q2 2024
A detailed history of Red Tortoise LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Red Tortoise LLC holds 15,257 shares of FNDB stock, worth $1.07 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
15,257
Previous 15,257
-0.0%
Holding current value
$1.07 Million
Previous $1.01 Million
0.99%
% of portfolio
0.54%
Previous 0.56%
Shares
10 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.4 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$31.8 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.2 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.7 Million7.81% of portfolio