Ci Private Wealth, LLC Schwab Fundamental U S Broad M Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Ci Private Wealth, LLC holds 11,103 shares of FNDB stock, worth $260,143. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,103
Previous 11,103
-0.0%
Holding current value
$260,143
Previous $735,000
0.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.93MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.7 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.1 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio
-
Systelligence, LLC198KShares$4.64 Million3.7% of portfolio