Beacon Financial Planning, Inc Schwab Fundamental Intl Large Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 360,890 shares of FNDF stock, worth $13.4 Million. This represents 8.59% of its overall portfolio holdings.
Number of Shares
360,890
Previous 364,988
1.12%
Holding current value
$13.4 Million
Previous $13 Billion
2.73%
% of portfolio
8.59%
Previous 9.07%
Shares
7 transactions
Others Institutions Holding FNDF
# of Institutions
564Shares Held
290MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$5.06 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$586 Million1.38% of portfolio
-
Regions Financial Corp10.4MShares$384 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$310 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$237 Million0.06% of portfolio