Mb Generational Wealth, LLC Schwab Fundamental Intl Small Transaction History
Mb Generational Wealth, LLC
- $157 Billion
- Q3 2025
A detailed history of Mb Generational Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 12,810 shares of FNDC stock, worth $570,301. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,810
Previous 7,104
80.32%
Holding current value
$570,301
Previous $257 Million
121.71%
% of portfolio
0.36%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio