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

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 11,897 shares of FNDB stock, worth $782,822. This represents 0.39% of its overall portfolio holdings.

Number of Shares
11,897
Previous 19,142 37.85%
Holding current value
$782,822
Previous $1.05 Billion 25.25%
% of portfolio
0.39%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$59.85 - $66.26 $433,613 - $480,053
-7,245 Reduced 37.85%
11,897 $788 Million
Q3 2023

Oct 10, 2023
SELL
$54.9 - $58.95 $39,582 - $42,502
-721 Reduced 3.63%
19,142 $1.05 Billion
Q2 2023

Jul 06, 2023
SELL
$52.94 - $56.74 $512,300 - $549,072
-9,677 Reduced 32.76%
19,863 $1.13 Billion
Q1 2023

May 04, 2023
BUY
$51.7 - $56.94 $1.53 Million - $1.68 Million
29,540 New
29,540 $1.6 Billion

Others Institutions Holding FNDB

# of Institutions
135
Shares Held
3.76M
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
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