Breakwater Investment Management Schwab Fundamental U S Broad M Transaction History
Breakwater Investment Management
- $224 Billion
- Q4 2024
A detailed history of Breakwater Investment Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Breakwater Investment Management holds 3,029 shares of FNDB stock, worth $70,091. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,029
Previous 3,029
-0.0%
Holding current value
$70,091
Previous $199 Million
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.3 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.4 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.5 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.3 Million0.04% of portfolio