St. James Investment Advisors, LLC Schwab Fundamental U S Broad M Transaction History
St. James Investment Advisors, LLC
- $52.9 Million
- Q4 2022
A detailed history of St. James Investment Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, St. James Investment Advisors, LLC holds 1,044 shares of FNDB stock, worth $68,747. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,044
Previous 4,565
77.13%
Holding current value
$68,747
Previous $215,000
74.88%
% of portfolio
0.1%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding FNDB
# of Institutions
135Shares Held
3.76MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc547KShares$36 Million11.24% of portfolio
-
Callan Capital, LLC La Jolla, CA457KShares$30.1 Million2.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL211KShares$13.9 Million0.02% of portfolio
-
Systelligence, LLC202KShares$13.3 Million3.68% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$12.9 Million7.86% of portfolio