Hhm Wealth Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 33,792 shares of FNDB stock, worth $787,353. This represents 0.34% of its overall portfolio holdings.
Number of Shares
33,792
Previous 38,992
13.34%
Holding current value
$787,353
Previous $2.56 Million
7.04%
% of portfolio
0.34%
Previous 0.39%
Shares
23 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