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 $297,743. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,206
Previous 9,165 22.27%
Holding current value
$297,743
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
769
Shares Held
631M
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
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