Hb Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 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 37,863 shares of FNDB stock, worth $915,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,863
Previous 12,621 200.0%
Holding current value
$915,148
Previous $888,000 0.9%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$23.07 - $70.32 $582,332 - $1.78 Million
25,242 Added 200.0%
37,863 $880,000
Q3 2022

Oct 19, 2022
SELL
$47.13 - $56.11 $7,587 - $9,033
-161 Reduced 1.26%
12,621 $595,000
Q1 2022

May 16, 2022
BUY
$54.81 - $59.23 $8,824 - $9,536
161 Added 1.28%
12,782 $738,000
Q4 2021

Feb 15, 2022
BUY
$54.05 - $58.21 $682,165 - $734,668
12,621 New
12,621 $733,000

Others Institutions Holding FNDB

# of Institutions
145
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email