S.A. Mason LLC Schwab Fundamental U S Broad M Transaction History
S.A. Mason LLC
- $186 Million
- Q4 2024
A detailed history of S.A. Mason LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, S.A. Mason LLC holds 6,550 shares of FNDB stock, worth $157,265. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,550
Previous 2,183
200.05%
Holding current value
$157,265
Previous $153,000
0.65%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
10.2MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.5 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$16 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio