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 $423,470. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,535
Previous 5,845
200.0%
Holding current value
$423,470
Previous $411,000
0.73%
% of portfolio
0.15%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
6.51MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
-
Systelligence, LLC461KShares$11.1 Million2.83% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio