Advisor OS, LLC's ownership history for FNDX

Advisor OS, LLC currently holds 44.5K shares with a market value of $1.2M. It started holding FNDX on 2024-09-30. At its peak, it held 44.5K shares on 2026-03-31. Its highest holding value was $1.2M on 2026-03-31. At its lowest, it held 4.5K shares on 2024-09-30, with a value of $320.9K on 2024-09-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 25.6K. In the recent year, Advisor OS, LLC has increased its shares by 28.4K.