Vishria Bird Financial Group, LLC Schwab Fundamental Intl Small Transaction History
Vishria Bird Financial Group, LLC
- $285 Million
- Q4 2024
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 $273,414. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,909
Previous 8,730
9.4%
Holding current value
$273,414
Previous $333,000
18.92%
% of portfolio
0.09%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
239Shares Held
59.2MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.7 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.6 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.1 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.3 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.7 Million3.31% of portfolio