Retirement Planning Group Schwab Fundamental U S Broad M Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Retirement Planning Group holds 6,346 shares of FNDB stock, worth $147,861. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,346
Previous 10,265
38.18%
Holding current value
$147,861
Previous $673,000
33.73%
% of portfolio
0.03%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$12.9 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.69 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio