Sheets Smith Wealth Management Schwab Fundamental U S Broad M Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
152Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.5 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.6 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
-
Cambridge Investment Research Advisors, Inc.576KShares$13.9 Million0.04% of portfolio