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Focus Partners Advisor Solutions’s Nasdaq NDAQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$773K Buy
8,648
+2,923
+51% +$261K 0.01% 521
2025
Q1
$434K Buy
+5,725
New +$434K 0.01% 635
2024
Q4
Sell
-3,743
Closed -$273K 842
2024
Q3
$273K Sell
3,743
-575
-13% -$42K 0.01% 606
2024
Q2
$260K Buy
+4,318
New +$260K 0.01% 523