Independence Wealth Advisors, LLC Schwab Fundamental U S Large 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 Large C stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 10,800 shares of FNDX stock, worth $286,956. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,800Holding current value
$286,956% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
774Shares Held
632MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio