Sage Financial Management Group, Inc. Schwab Fundamental U S Broad M Transaction History
Sage Financial Management Group, Inc.
- $258 Million
- Q3 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 5,845 shares of FNDB stock, worth $136,948. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,845Holding current value
$136,948% of portfolio
0.16%Shares
10 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
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Callan Capital, LLC La Jolla, CA459KShares$10.7 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.1 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio
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Systelligence, LLC198KShares$4.64 Million3.7% of portfolio