Townsend Asset Management Corp Schwab Fundamental U S Broad M Transaction History
Townsend Asset Management Corp
- $258 Million
- Q2 2024
A detailed history of Townsend Asset Management Corp transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Townsend Asset Management Corp holds 50,824 shares of FNDB stock, worth $3.57 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
50,824
Previous 51,012
0.37%
Holding current value
$3.57 Million
Previous $3.38 Million
1.39%
% of portfolio
1.29%
Previous 1.35%
Shares
19 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$31.9 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.8 Million7.81% of portfolio