Sound Stewardship, LLC Schwab Fundamental U S Broad M Transaction History
Sound Stewardship, LLC
- $165 Billion
- Q2 2024
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 196,008 shares of FNDB stock, worth $13.8 Million. This represents 7.81% of its overall portfolio holdings.
Number of Shares
196,008
Previous 195,668
0.17%
Holding current value
$13.8 Million
Previous $13 Billion
0.85%
% of portfolio
7.81%
Previous 7.86%
Shares
7 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$31.9 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA169KShares$11.9 Million2.33% of portfolio