Guardian Financial Partners, LLC Schwab Fundamental U S Small C Transaction History

Guardian Financial Partners, LLC

  • $122 Million
  • Q2 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 10,369 shares of FNDA stock, worth $619,132. This represents 0.47% of its overall portfolio holdings.

Number of Shares
10,369
Previous 9,356 10.83%
Holding current value
$619,132
Previous $533,000 6.75%
% of portfolio
0.47%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$52.82 - $57.21 $53,506 - $57,953
1,013 Added 10.83%
10,369 $569,000
Q1 2024

Apr 26, 2024
BUY
$52.35 - $57.03 $45,439 - $49,502
868 Added 10.23%
9,356 $533,000
Q4 2023

Jan 08, 2024
BUY
$44.98 - $56.11 $92,658 - $115,586
2,060 Added 32.05%
8,488 $469,000
Q3 2023

Oct 05, 2023
BUY
$47.76 - $53.58 $307,001 - $344,412
6,428 New
6,428 $311,000
Q1 2023

Apr 11, 2023
BUY
$46.21 - $53.63 $20,886 - $24,240
452 Added 9.93%
5,002 $243,000
Q4 2022

Jan 17, 2023
BUY
$45.89 - $50.11 $208,799 - $228,000
4,550 New
4,550 $0

Others Institutions Holding FNDA

# of Institutions
388
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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