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

Bka Wealth Consulting, Inc.

  • $90.7 Million
  • Q1 2025

A detailed history of Bka Wealth Consulting, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 12,462 shares of FNDX stock, worth $294,850. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,462
Previous 10,362 20.27%
Holding current value
$294,850
Previous $245,000 20.0%
% of portfolio
0.32%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$23.03 - $25.01 $48,363 - $52,521
2,100 Added 20.27%
12,462 $294,000
Q4 2024

Jan 13, 2025
BUY
$23.49 - $71.77 $162,268 - $495,787
6,908 Added 200.0%
10,362 $245,000
Q2 2024

Aug 06, 2024
SELL
$63.87 - $67.55 $5,301 - $5,606
-83 Reduced 2.35%
3,454 $231,000
Q1 2024

Apr 09, 2024
BUY
$60.89 - $67.39 $215,367 - $238,358
3,537 New
3,537 $238,000

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Bka Wealth Consulting, Inc. Portfolio

Follow Bka Wealth Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bka Wealth Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bka Wealth Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email