Yoder Wealth Management, Inc. Schwab Fundamental U S Broad M Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 25,734 shares of FNDB stock, worth $599,602. This represents 1.09% of its overall portfolio holdings.
Number of Shares
25,734
Previous 25,719
0.06%
Holding current value
$599,602
Previous $1.69 Billion
7.37%
% of portfolio
1.09%
Previous 1.09%
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
-
Systelligence, LLC201KShares$4.69 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio