Icon Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Icon Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 10,735 shares of FNDF stock, worth $466,865. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,735
Previous 3,170
238.64%
Holding current value
$466,865
Previous $114,000
276.32%
% of portfolio
0.03%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
715Shares 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$422 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$363 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio