BEACON FINANCIAL PLANNING, INC FNDF Holdings History
BEACON FINANCIAL PLANNING, INC's Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 320,946.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $11.60 Mil. This investment constitutes 6.67% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.08% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL PLANNING, INC has made 5 purchases of FNDF, at an average price of $28.12, for a total of 364,988.00 shares. In addition, there have been 4 sales at an average price of $35.48 for 44,042.00 shares. Based on historical transaction data and FNDF's current price of $40.28, BEACON FINANCIAL PLANNING, INC's estimated gain on his FNDF holdings is $4.23 Mil, reflecting a 41.18% gain to date.
BEACON FINANCIAL PLANNING, INC FNDF ($40.28) Holding Chart
BEACON FINANCIAL PLANNING, INC FNDF ($40.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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