Icon Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,605 shares of FNDX stock, worth $113,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,605
Previous 1,499 207.2%
Holding current value
$113,052
Previous $107,000 1.87%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $72,959 - $222,917
3,106 Added 207.2%
4,605 $109,000
Q3 2024

Nov 14, 2024
SELL
$65.36 - $71.76 $741,051 - $813,614
-11,338 Reduced 88.32%
1,499 $107,000
Q3 2024

Nov 12, 2024
BUY
$65.36 - $71.76 $839,026 - $921,183
12,837 New
12,837 $921,000

Others Institutions Holding FNDX

# of Institutions
658
Shares Held
578M
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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