Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
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 $397,941. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,574
Previous 5,525
199.98%
Holding current value
$397,941
Previous $389 Million
0.84%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
10.2MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.5 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$16 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio