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 $292,807. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,621
Previous 12,621
-0.0%
Holding current value
$292,807
Previous $827,000
7.38%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$12.8 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.6 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.12 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.67 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.6 Million7.83% of portfolio