Foster Victor Wealth Advisors, LLC
Holdings in SSNC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $25,825,004 | 295,413 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $24,272,575 | 273,463 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $21,938,605 | 264,959 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $22,345,026 | 267,509 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $20,699,837 | 273,157 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $19,226,697 | 259,085 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $17,546,910 | 279,989 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $15,700,551 | 243,911 | Shares | Sole | 2024-04-26 |
| 2023-12-31 | $13,032,074 | 213,256 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $10,515,197 | 200,137 | Shares | Sole | 2023-10-16 |
| 2023-06-30 | $11,567,388 | 190,881 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $10,245,408 | 181,431 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $9,056,669 | 173,966 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $7,148,127 | 149,699 | Shares | Sole | 2022-10-24 |
| 2022-06-30 | $7,287,726 | 125,499 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $7,703,128 | 102,681 | Shares | Sole | 2022-04-14 |
| 2021-12-31 | $7,003,223 | 85,426 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $4,963,973 | 71,527 | Shares | Sole | 2021-10-08 |
| 2021-06-30 | $4,377,645 | 60,750 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $3,151,276 | 45,102 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $1,895,355 | 26,053 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $934,065 | 15,434 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $407,107 | 7,208 | Shares | Sole | 2020-08-03 |