Dynamic Advisor Solutions LLC Schwab Fundamental Intl Small Put Options Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FNDC
# of Institutions
278Shares Held
41.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.33 Billion0.23% of portfolio
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Victory Capital Management Inc1MShares$44.3 Million0.03% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$26.1 Million0.9% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO582KShares$25.7 Million1.1% of portfolio
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Kelman Lazarov, Inc. Memphis, TN476KShares$21 Million3.48% of portfolio