Independence Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History
Independence Wealth Advisors, LLC
- $178 Billion
- Q4 2025
A detailed history of Independence Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 6,800 shares of FNDA stock, worth $206,516. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,800Holding current value
$206,516% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
500Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.92MShares$58.3 Million3.64% of portfolio
-
Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio