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 $73,802. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,056
Previous 3,633
15.88%
Holding current value
$73,802
Previous $238 Million
9.6%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
144Shares Held
6.51MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio
-
Systelligence, LLC461KShares$11.1 Million2.83% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio