Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 24,102 shares of FNDB stock, worth $583,991. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,102
Previous 7,512 220.85%
Holding current value
$583,991
Previous $528,000 6.06%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 23, 2025
BUY
$23.07 - $70.32 $382,731 - $1.17 Million
16,590 Added 220.85%
24,102 $560,000
Q3 2024

Oct 22, 2024
BUY
$64.17 - $70.37 $4,235 - $4,644
66 Added 0.89%
7,512 $528,000
Q2 2024

Jul 30, 2024
BUY
$62.66 - $66.26 $76,445 - $80,837
1,220 Added 19.6%
7,446 $488,000
Q1 2024

May 03, 2024
BUY
$59.85 - $66.26 $1,556 - $1,722
26 Added 0.42%
6,226 $412,000
Q4 2023

Jan 31, 2024
SELL
$52.56 - $61.29 $56,239 - $65,580
-1,070 Reduced 14.72%
6,200 $378,000
Q2 2023

Aug 09, 2023
BUY
$52.94 - $56.74 $384,873 - $412,499
7,270 New
7,270 $412,000

Others Institutions Holding FNDB

# of Institutions
142
Shares Held
5.53M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
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