Sage Financial Management Group, Inc. Schwab Fundamental U S Broad M Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
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 $391,381. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,535
Previous 17,535
-0.0%
Holding current value
$391,381
Previous $408,000
1.23%
% of portfolio
0.15%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding FNDB
# of Institutions
157Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$36.5 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$29.8 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$14.9 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$13.7 Million0.05% of portfolio
-
Sound Stewardship, LLC Overland Park, KS572KShares$12.8 Million7.5% of portfolio