Financial Consulate, Inc Schwab Fundamental U S Broad M Transaction History
Financial Consulate, Inc
- $678 Million
- Q3 2025
A detailed history of Financial Consulate, Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Financial Consulate, Inc holds 1,223,305 shares of FNDB stock, worth $31.7 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
1,223,305
Previous 1,422,825
14.02%
Holding current value
$31.7 Million
Previous $34.1 Million
7.71%
% of portfolio
4.64%
Previous 7.01%
Shares
8 transactions
Others Institutions Holding FNDB
# of Institutions
169Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$18.2 Million3.04% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL692KShares$17.9 Million0.02% of portfolio