Werba Rubin Papier Wealth Management Schwab Fundamental U S Broad M Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 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 $422,637. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,574
Previous 16,574
-0.0%
Holding current value
$422,637
Previous $381 Million
4.22%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
166Shares Held
13.6MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$36.3 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$34.1 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$33 Million1.22% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.9 Million3.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL695KShares$17.7 Million0.02% of portfolio