S.A. Mason LLC Schwab Fundamental U S Broad M Transaction History
S.A. Mason LLC
- $173 Million
- Q2 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 2,182 shares of FNDB stock, worth $51,517. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,182
Previous 2,182
-0.0%
Holding current value
$51,517
Previous $144,000
0.69%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio