Systelligence, LLC Schwab Fundamental U S Broad M Transaction History
Systelligence, LLC
- $378 Million
- Q3 2024
A detailed history of Systelligence, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Systelligence, LLC holds 201,315 shares of FNDB stock, worth $4.69 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
201,315
Previous 198,102
1.62%
Holding current value
$4.69 Million
Previous $13 Million
9.04%
% of portfolio
3.74%
Previous 3.7%
Shares
5 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$5.14 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio
-
Cambridge Investment Research Advisors, Inc.191KShares$4.46 Million0.05% of portfolio