Beacon Financial Planning, Inc Schwab Fundamental U S Large C Transaction History

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 12,957 shares of FNDX stock, worth $319,130. This represents 0.57% of its overall portfolio holdings.

Number of Shares
12,957
Previous 6,399 102.48%
Holding current value
$319,130
Previous $429 Million 116.92%
% of portfolio
0.57%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $428,630 - $470,602
6,558 Added 102.48%
12,957 $930 Million
Q2 2024

Jul 18, 2024
BUY
$63.87 - $67.55 $408,704 - $432,252
6,399 New
6,399 $429 Million

Others Institutions Holding FNDX

# of Institutions
575
Shares Held
191M
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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