Resonant Capital Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Resonant Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 84,145 shares of FNDB stock, worth $2.03 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
84,145
Previous 27,398
207.12%
Holding current value
$2.03 Million
Previous $1.93 Million
1.56%
% of portfolio
0.14%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding FNDB
# of Institutions
143Shares Held
8.51MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.6 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.7 Million2.31% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
-
Systelligence, LLC461KShares$11.1 Million2.83% of portfolio