Lee Danner & Bass Inc Schwab Fundamental U S Broad M Transaction History

Lee Danner & Bass Inc

$1.24 Billion
Q4 2024

A detailed history of Lee Danner & Bass Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Lee Danner & Bass Inc holds 1,352 shares of FNDB stock, worth $32,461. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,352

Holding current value

$32,461

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$23.07 - $70.32 $31,190 - $95,072	1,352 New	1,352 $31,000

Others Institutions Holding FNDB

# of Institutions

145

Shares Held

10.2M

Call Options Held

Put Options Held

Financial Consulate, Inc

1.64M
Shares

$39.4 Million
10.62% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$32.5 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$16 Million
0.02% of portfolio
Sound Stewardship, LLC Overland Park, KS

583K
Shares

$14 Million
8.05% of portfolio
Opes Wealth Management LLC Menlo Park, CA

519K
Shares

$12.5 Million
2.48% of portfolio

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Lee Danner & Bass Inc Schwab Fundamental U S Broad M Transaction History