Guardian Financial Partners, LLC Schwab Fundamental U S Small C Transaction History
Guardian Financial Partners, LLC
- $135 Million
- Q4 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 26,483 shares of FNDA stock, worth $744,701. This represents 0.58% of its overall portfolio holdings.
Number of Shares
26,483
Previous 11,611
128.09%
Holding current value
$744,701
Previous $691,000
13.75%
% of portfolio
0.58%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.6 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$73 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$58 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$56 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$51.5 Million0.01% of portfolio