Sound Stewardship, LLC Schwab Fundamental U S Broad M Transaction History
Sound Stewardship, LLC
- $176 Billion
- Q1 2025
A detailed history of Sound Stewardship, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sound Stewardship, LLC holds 572,124 shares of FNDB stock, worth $12.6 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
572,124
Previous 582,573
1.79%
Holding current value
$12.6 Million
Previous $13.6 Billion
2.85%
% of portfolio
7.5%
Previous 8.05%
Shares
10 transactions
Others Institutions Holding FNDB
# of Institutions
158Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$36.2 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$29.9 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$14.7 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$13.5 Million0.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$11.5 Million2.48% of portfolio