Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 16,574 shares of FNDB stock, worth $401,422. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,574
Previous 16,574
-0.0%
Holding current value
$401,422
Previous $386 Million
1.07%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.6 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.4 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$16.3 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$15.4 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14.8 Million0.05% of portfolio