Beacon Financial Group Schwab Fundamental Intl Large Transaction History
Beacon Financial Group
- $896 Million
- Q2 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 90,096 shares of FNDF stock, worth $3.73 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
90,096
Previous 42,381
112.59%
Holding current value
$3.73 Million
Previous $1.54 Million
133.48%
% of portfolio
0.4%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
715Shares Held
305MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.08 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$701 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$402 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$346 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$287 Million0.02% of portfolio