Bka Wealth Consulting, Inc. Schwab Fundamental U S Large 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 Large C stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 10,362 shares of FNDX stock, worth $255,941. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,362
Previous 3,454 200.0%
Holding current value
$255,941
Previous $247,000 0.81%
% of portfolio
0.27%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
599
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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