Red Tortoise LLC Schwab Fundamental U S Broad M Transaction History
Red Tortoise LLC
- $192 Million
- Q1 2025
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 46,276 shares of FNDB stock, worth $1.02 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
46,276
Previous 46,196
0.17%
Holding current value
$1.02 Million
Previous $1.07 Million
0.93%
% of portfolio
0.55%
Previous 0.56%
Shares
13 transactions
Others Institutions Holding FNDB
# of Institutions
158Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$36.2 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$29.9 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$14.7 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$13.5 Million0.05% of portfolio
-
Sound Stewardship, LLC Overland Park, KS572KShares$12.6 Million7.5% of portfolio