Paul Damon & Associates, Inc. Schwab Fundamental U S Broad M Transaction History
Paul Damon & Associates, Inc.
- $191 Billion
- Q2 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 34,070 shares of FNDB stock, worth $822,109. This represents 0.43% of its overall portfolio holdings.
Number of Shares
34,070
Previous 19,828
71.83%
Holding current value
$822,109
Previous $456 Million
79.07%
% of portfolio
0.43%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
166Shares Held
12.1MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$34.3 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.3 Million2.28% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$16.9 Million3.04% of portfolio
-
Cambridge Investment Research Advisors, Inc.686KShares$16.6 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$16.2 Million0.02% of portfolio