James Investment Research Inc Schwab Fundamental U S Broad M Transaction History
James Investment Research Inc
- $819 Million
- Q4 2024
A detailed history of James Investment Research Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, James Investment Research Inc holds 56,809 shares of FNDB stock, worth $1.38 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
56,809
Previous 15,197
273.82%
Holding current value
$1.38 Million
Previous $1.07 Million
23.57%
% of portfolio
0.16%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
9.37MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.8 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.8 Million2.31% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.6 Million2.48% of portfolio
-
Systelligence, LLC461KShares$11.2 Million2.83% of portfolio