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 $3.81 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
85,026
Previous 90,096
5.63%
Holding current value
$3.81 Million
Previous $3.61 Million
1.3%
% of portfolio
0.39%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
310MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC18.5MShares$827 Million1.26% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio