Beaumont Financial Partners, LLC Schwab Fundamental U S Large C Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 11,206 shares of FNDX stock, worth $280,374. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,206
Previous 9,165 22.27%
Holding current value
$280,374
Previous $467,000 14.56%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $97,478 - $115,908
2,041 Added 22.27%
11,206 $535,000
Q2 2022

Aug 04, 2022
BUY
$49.93 - $59.29 $457,608 - $543,392
9,165 New
9,165 $467,000

Others Institutions Holding FNDX

# of Institutions
596
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email