49 Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 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 3,056 shares of FNDB stock, worth $71,204. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,056
Previous 3,633
15.88%
Holding current value
$71,204
Previous $238 Million
9.6%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$12.9 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.69 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.62 Million7.83% of portfolio