Financially Speaking Inc SCHWAB PRIME ADVANTAGE MONEY INVESTOR Transaction History

Financially Speaking Inc

  • $152 Billion
  • Q3 2025
Number of Shares
218,272
Previous 216,020 1.04%
Holding current value
$218 Million
Previous $216 Million 1.04%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
N/A
2,252 Added 1.04%
218,272 $218 Million
Q2 2025

Aug 07, 2025
BUY
N/A
216,020 New
216,020 $216 Million
Q4 2024

Feb 11, 2025
BUY
N/A
211,635 New
211,635 $212 Million
Track This Portfolio

Track Financially Speaking Inc Portfolio

Follow Financially Speaking 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 Financially Speaking Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financially Speaking Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email