Chicago Partners Investment Group LLC Schwab Fundamental U S Broad M Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 22,029 shares of FNDB stock, worth $533,762. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,029
Previous 22,029
-0.0%
Holding current value
$533,762
Previous $1.55 Million
66.97%
% of portfolio
0.02%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
142Shares Held
5.53MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.34 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.88 Million3.74% of portfolio