Tower View Investment Management & Research LLC Schwab Fundamental U S Broad M Transaction History
Tower View Investment Management & Research LLC
- $184 Million
- Q2 2025
A detailed history of Tower View Investment Management & Research LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Tower View Investment Management & Research LLC holds 2,414 shares of FNDB stock, worth $62,401. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,414
Previous 2,404
0.42%
Holding current value
$62,401
Previous $55,000
3.64%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
166Shares Held
13.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$36.8 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$33.4 Million1.22% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$18.1 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$18 Million0.02% of portfolio