Vishria Bird Financial Group, LLC Schwab Fundamental Intl Small Transaction History
Vishria Bird Financial Group, LLC
- $267 Million
- Q2 2025
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 7,909 shares of FNDC stock, worth $343,883. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,909
Previous 7,909
-0.0%
Holding current value
$343,883
Previous $286,000
16.08%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
272Shares Held
40.7MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.31 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$43.6 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$25.7 Million0.9% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO582KShares$25.3 Million1.1% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$20.7 Million3.48% of portfolio