Guardian Financial Partners, LLC Schwab Fundamental U S Broad M Transaction History
Guardian Financial Partners, LLC
- $122 Million
- Q2 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 69,093 shares of FNDB stock, worth $4.68 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
69,093
Previous 70,688
2.26%
Holding current value
$4.68 Million
Previous $4.68 Million
3.25%
% of portfolio
3.72%
Previous 3.97%
Shares
10 transactions
Others Institutions Holding FNDB
# of Institutions
137Shares Held
3.76MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$37.2 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA457KShares$31 Million2.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL211KShares$14.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.4 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.3 Million7.81% of portfolio