Beacon Financial Planning, Inc Schwab Fundamental Intl Large Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 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 328,896 shares of FNDF stock, worth $12.2 Million. This represents 6.36% of its overall portfolio holdings.
Number of Shares
328,896
Previous 349,965
6.02%
Holding current value
$12.2 Million
Previous $13.1 Billion
16.48%
% of portfolio
6.36%
Previous 8.07%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
637Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.48 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$621 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio