Harbor Asset Planning, Inc. Schwab Fundamental U S Broad M Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 6,938 shares of FNDB stock, worth $179,694. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,938
Previous 6,908
0.43%
Holding current value
$179,694
Previous $166 Million
7.79%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding FNDB
# of Institutions
168Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
-
Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio