Steward Partners Investment Advisory, LLC Schwab Fundamental U S Broad M Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,156 shares of FNDB stock, worth $27,038. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,156
Previous 1,156
-0.0%
Holding current value
$27,038
Previous $75,000
8.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$12.9 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.16 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.71 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.63 Million7.83% of portfolio