Integrity Financial Corp Schwab Fundamental U S Large C Transaction History

Integrity Financial Corp

$165 Million
Q1 2025

A detailed history of Integrity Financial Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Integrity Financial Corp holds 4,770 shares of FNDX stock, worth $108,851. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,770

Holding current value

$108,851

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$23.03 - $25.01 $109,853 - $119,297	4,770 New	4,770 $112,000

Others Institutions Holding FNDX

# of Institutions

682

Shares Held

584M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$8.88 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$341 Million
1.03% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$237 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$208 Million
11.9% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

6.27M
Shares

$143 Million
46.8% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

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Integrity Financial Corp Schwab Fundamental U S Large C Transaction History