Zrc Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 11,897 shares of FNDB stock, worth $784,726. This represents 0.39% of its overall portfolio holdings.
Number of Shares
11,897
Previous 19,142
37.85%
Holding current value
$784,726
Previous $1.05 Billion
25.25%
% of portfolio
0.39%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
135Shares Held
3.76MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc547KShares$36.1 Million11.24% of portfolio
-
Callan Capital, LLC La Jolla, CA457KShares$30.1 Million2.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL211KShares$13.9 Million0.02% of portfolio
-
Systelligence, LLC202KShares$13.3 Million3.68% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$12.9 Million7.86% of portfolio