A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,871 shares of FNDF stock, worth $236,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,871
Previous 5,486 25.25%
Holding current value
$236,843
Previous $205,000 11.22%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$32.92 - $37.15 $45,594 - $51,452
1,385 Added 25.25%
6,871 $228,000
Q3 2024

Oct 15, 2024

BUY
$33.67 - $37.71 $184,713 - $206,877
5,486 New
5,486 $205,000

Others Institutions Holding FNDF

About SCHWAB FUNDAMENTAL INTL LARGE


  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.