Icon Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
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 3,170 shares of FNDF stock, worth $112,883. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,170
Previous 3,170
-0.0%
Holding current value
$112,883
Previous $118,000
11.02%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
633Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.27 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$597 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$399 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$331 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio