Breakwater Investment Management Schwab Fundamental U S Broad M Transaction History
Breakwater Investment Management
- $224 Billion
- Q3 2024
A detailed history of Breakwater Investment Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Breakwater Investment Management holds 3,029 shares of FNDB stock, worth $70,575. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,029
Previous 3,029
-0.0%
Holding current value
$70,575
Previous $199 Million
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
1 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