Mezzasalma Advisors, LLC Schwab Fundamental U S Broad M Transaction History
Mezzasalma Advisors, LLC
- $297 Million
- Q4 2024
A detailed history of Mezzasalma Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 141,997 shares of FNDB stock, worth $3.42 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
141,997
Previous 48,780
191.1%
Holding current value
$3.42 Million
Previous $3.43 Million
3.79%
% of portfolio
1.11%
Previous 1.35%
Shares
5 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.5 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.6 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$16 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.9 Million0.04% of portfolio