Heck Capital Advisors, LLC RBB FD INC Transaction History

Heck Capital Advisors, LLC

  • $1.16 Trillion
  • Q2 2025
Number of Shares
10,030
Previous 7,751 29.4%
Holding current value
$503 Million
Previous $389 Million 29.35%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
N/A
2,279 Added 29.4%
10,030 $503 Million
Q1 2025

May 12, 2025
BUY
N/A
7,751 New
7,751 $389 Million
Q4 2024

May 13, 2025
BUY
N/A
549 Added 7.08%
8,300 $415 Million
Q4 2024

Feb 25, 2025
BUY
N/A
7,964 New
7,964 $398 Million
Q3 2024

May 19, 2025
SELL
N/A
-3,706 Reduced 33.23%
7,445 $374 Million
Q2 2024

May 19, 2025
BUY
N/A
3,977 Added 55.44%
11,151 $558 Million
Q1 2024

May 19, 2025
SELL
N/A
-577 Reduced 7.44%
7,174 $359 Million
Q4 2022

May 19, 2025
SELL
N/A
-7,174 Closed
0 $0
Q3 2022

May 19, 2025
SELL
N/A
-577 Reduced 7.44%
7,174 $359 Million
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