49 Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
49 Wealth Management, LLC
- $507 Billion
- Q2 2024
A detailed history of 49 Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, 49 Wealth Management, LLC holds 3,633 shares of FNDB stock, worth $255,399. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,633
Previous 3,918
7.27%
Holding current value
$255,399
Previous $259 Million
7.98%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.86MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$32 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.8 Million7.81% of portfolio