Bka Wealth Consulting, Inc. Schwab Fundamental U S Small C Transaction History

Bka Wealth Consulting, Inc.

  • $89.9 Million
  • Q4 2024

A detailed history of Bka Wealth Consulting, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 13,758 shares of FNDA stock, worth $422,508. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,758
Previous 6,929 98.56%
Holding current value
$422,508
Previous $412,000 0.97%
% of portfolio
0.45%
Previous 0.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$29.26 - $59.11 $199,816 - $403,662
6,829 Added 98.56%
13,758 $408,000
Q3 2024

Oct 08, 2024
BUY
$54.26 - $60.01 $1,085 - $1,200
20 Added 0.29%
6,929 $412,000
Q2 2024

Aug 06, 2024
SELL
$52.82 - $57.21 $18,222 - $19,737
-345 Reduced 4.76%
6,909 $379,000
Q1 2024

Apr 09, 2024
BUY
$52.35 - $57.03 $113,233 - $123,355
2,163 Added 42.49%
7,254 $413,000
Q4 2023

Feb 01, 2024
BUY
$44.98 - $56.11 $1,079 - $1,346
24 Added 0.47%
5,091 $281,000
Q3 2023

Nov 03, 2023
BUY
$47.76 - $53.58 $477 - $535
10 Added 0.2%
5,067 $245,000
Q2 2023

Jul 24, 2023
SELL
$46.06 - $50.45 $6,862 - $7,517
-149 Reduced 2.86%
5,057 $255,000
Q1 2023

May 30, 2023
BUY
$46.21 - $53.63 $240,569 - $279,197
5,206 New
5,206 $253,000
Q4 2022

Feb 02, 2023
SELL
$43.53 - $50.11 $9,097 - $10,472
-209 Reduced 4.3%
4,650 $217,000
Q3 2022

Oct 24, 2022
BUY
$42.52 - $52.23 $977 - $1,201
23 Added 0.48%
4,859 $207,000
Q2 2022

Jul 11, 2022
SELL
$44.28 - $53.81 $4,737 - $5,757
-107 Reduced 2.16%
4,836 $219,000
Q1 2022

Apr 29, 2022
BUY
$50.55 - $56.5 $249,868 - $279,279
4,943 New
4,943 $264,000

Others Institutions Holding FNDA

# of Institutions
429
Shares Held
128M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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