49 Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

49 Wealth Management, LLC

$702 Billion
Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, 49 Wealth Management, LLC holds 8,982 shares of FNDB stock, worth $216,017. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,982

Previous 3,056 193.91%

Holding current value

$216,017

Previous $215 Million 2.85%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$23.07 - $70.32 $136,712 - $416,716	5,926 Added 193.91%	8,982 $209 Million
Q3 2024 Nov 12, 2024	SELL	$64.17 - $70.37 $37,026 - $40,603	-577 Reduced 15.88%	3,056 $215 Million
Q2 2024 Jul 30, 2024	SELL	$62.66 - $66.26 $17,858 - $18,884	-285 Reduced 7.27%	3,633 $238 Million
Q1 2024 May 07, 2024	SELL	$59.85 - $66.26 $12,987 - $14,378	-217 Reduced 5.25%	3,918 $259 Million
Q4 2023 May 07, 2024	BUY	$52.56 - $61.29 $217,335 - $253,434	4,135 New	4,135 $253 Million

Others Institutions Holding FNDB

# of Institutions

153

Shares Held

12.3M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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49 Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History