Financially Speaking Inc SCHWAB S&P 500 INDEX Transaction History

Financially Speaking Inc

  • $136 Billion
  • Q1 2025
Number of Shares
38
Previous 480 92.08%
Holding current value
$3.31 Million
Previous $43.3 Million 92.36%
% of portfolio
0.0%
Previous 0.03%

Shares

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

May 07, 2025
SELL
N/A
-442 Reduced 92.08%
38 $3.31 Million
Q4 2024

Feb 11, 2025
BUY
N/A
480 New
480 $43.3 Million
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