Beacon Financial Planning, Inc Schwab Fundamental Intl Large Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
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 304,703 shares of FNDF stock, worth $13.3 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
304,703
Previous 320,946
5.06%
Holding current value
$13.3 Million
Previous $11.6 Billion
5.13%
% of portfolio
6.81%
Previous 6.67%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
720Shares 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