Bka Wealth Consulting, Inc. Schwab Fundamental U S Large C Transaction History
Bka Wealth Consulting, Inc.
- $77.1 Million
- Q1 2024
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 3,537 shares of FNDX stock, worth $237,509. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,537Holding current value
$237,509% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.59 Billion11.85% of portfolio
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Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
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Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
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Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio