Madison Wealth Management Schwab Fundamental U S Broad M Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Madison Wealth Management holds 6,042 shares of FNDB stock, worth $146,397. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,042
-0.0%
Holding current value
$146,397
Previous $342,000
2.92%
% of portfolio
0.07%
Previous 0.07%
Shares
3 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