Beacon Financial Group Schwab Fundamental Intl Large Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Beacon Financial Group holds 85,026 shares of FNDF stock, worth $3.7 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
85,026
Previous 90,096
5.63%
Holding current value
$3.7 Million
Previous $3.61 Million
1.3%
% of portfolio
0.39%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
728Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$736 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$423 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$364 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio