Sage Financial Management Group, Inc. Schwab Fundamental U S Broad M Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 17,535 shares of FNDB stock, worth $405,759. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,535
Previous 5,845
200.0%
Holding current value
$405,759
Previous $411,000
0.73%
% of portfolio
0.15%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding FNDB
# of Institutions
154Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.3 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.4 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.5 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.3 Million0.04% of portfolio