Vishria Bird Financial Group, LLC Schwab Fundamental Intl Small Transaction History
Vishria Bird Financial Group, LLC
- $443 Million
- Q3 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 $352,108. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,909
Previous 7,909
-0.0%
Holding current value
$352,108
Previous $332,000
6.02%
% of portfolio
0.08%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio