Paul Damon & Associates, Inc. Schwab Fundamental U S Broad M Transaction History
Paul Damon & Associates, Inc.
- $209 Billion
- Q3 2025
A detailed history of Paul Damon & Associates, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 56,283 shares of FNDB stock, worth $1.46 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
56,283
Previous 34,070
65.2%
Holding current value
$1.46 Million
Previous $817 Million
77.32%
% of portfolio
0.69%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
168Shares 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
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio