Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 2025
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 16,574 shares of FNDB stock, worth $369,931. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,574
Previous 16,574
-0.0%
Holding current value
$369,931
Previous $386 Million
1.07%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
158Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$36.5 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$29.8 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$14.9 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.2 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$13.7 Million0.05% of portfolio