49 Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
49 Wealth Management, LLC
- $507 Billion
- Q2 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 3,633 shares of FNDB stock, worth $85,121. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,633
Previous 3,918
7.27%
Holding current value
$85,121
Previous $259 Million
7.98%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.93MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.7 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.1 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio
-
Systelligence, LLC198KShares$4.64 Million3.7% of portfolio