Mb Generational Wealth, LLC Schwab Fundamental Intl Small Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
A detailed history of Mb Generational Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 7,104 shares of FNDC stock, worth $253,470. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,104
Previous 7,104
-0.0%
Holding current value
$253,470
Previous $247 Million
9.75%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.76 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.8 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.7 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.9 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.2 Million3.31% of portfolio