Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 5,525 shares of FNDB stock, worth $133,926. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,525
Previous 5,525
-0.0%
Holding current value
$133,926
Previous $362 Million
7.3%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
142Shares Held
5.3MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.35 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.88 Million3.74% of portfolio