Dynamic Advisor Solutions LLC Schwab Fundamental Intl Small Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 147,467 shares of FNDC stock, worth $5.48 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
147,467
Previous 212,131
30.48%
Holding current value
$5.48 Million
Previous $7.52 Million
31.88%
% of portfolio
0.16%
Previous 0.26%
Shares
28 transactions
Others Institutions Holding FNDC
# of Institutions
232Shares Held
66.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2.08 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$37.2 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$29.2 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK670KShares$24.9 Million0.89% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO473KShares$17.6 Million0.83% of portfolio