Advisor OS, LLC's ownership history for FNDX

Advisor OS, LLC currently holds 18.9K shares with a market value of $495.8K. It started holding FNDX on 2024-09-30. At its peak, it held 20.0K shares on 2025-06-30. Its highest holding value was $495.8K on 2025-09-30. 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 2.8K. In the recent year, Advisor OS, LLC has increased its shares by 14.4K.