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 $1.43 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
56,283
Previous 34,070
65.2%
Holding current value
$1.43 Million
Previous $817 Million
77.32%
% of portfolio
0.69%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
166Shares Held
13.4MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$32.9 Million1.22% of portfolio
-
Financial Consulate, Inc1.22MShares$31.1 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.8 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio