Icon Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 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 11,950 shares of FNDF stock, worth $535,240. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,950
Previous 10,735
11.32%
Holding current value
$535,240
Previous $429,000
19.58%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio