Winthrop Advisory Group LLC Schwab Fundamental U S Broad M Transaction History
Winthrop Advisory Group LLC
- $826 Million
- Q3 2024
A detailed history of Winthrop Advisory Group LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 2,995 shares of FNDB stock, worth $69,783. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,995Holding current value
$69,783% of portfolio
0.03%Shares
1 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
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Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
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High Tower Advisors, LLC Chicago, IL221KShares$5.14 Million0.02% of portfolio
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Systelligence, LLC201KShares$4.69 Million3.74% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio