Hb Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,621 shares of FNDB stock, worth $301,010. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,621
Previous 12,621
-0.0%
Holding current value
$301,010
Previous $827,000
7.38%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.86MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$13.1 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$10.8 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.19 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.72 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.67 Million7.81% of portfolio