Charles Schwab
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Charles Schwab’s Beneficient BENF Stock Holding History

Charles Schwab’s Portfolio BENF Stock Details BENF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-473
Closed -$18.4K – 3474
2023
Q4 		$18.4K Hold
473
– – ﹤0.01% 3488
2023
Q3 		$98K Buy
+473
New +$98K ﹤0.01% 3354