Guardian Financial Partners, LLC Schwab Fundamental U S Broad M Transaction History

Guardian Financial Partners, LLC

$128 Million
Q3 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 63,199 shares of FNDB stock, worth $1.51 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

63,199

Previous 69,093 8.53%

Holding current value

$1.51 Million

Previous $4.53 Million 1.85%

% of portfolio

3.47%

Previous 3.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$64.17 - $70.37 $378,217 - $414,760	-5,894 Reduced 8.53%	63,199 $4.45 Million
Q2 2024 Jul 15, 2024	SELL	$62.66 - $66.26 $99,942 - $105,684	-1,595 Reduced 2.26%	69,093 $4.53 Million
Q1 2024 Apr 26, 2024	SELL	$59.85 - $66.26 $304,277 - $336,865	-5,084 Reduced 6.71%	70,688 $4.68 Million
Q4 2023 Jan 08, 2024	SELL	$52.56 - $61.29 $422,529 - $492,710	-8,039 Reduced 9.59%	75,772 $4.63 Million
Q3 2023 Oct 05, 2023	BUY	$54.9 - $58.95 $4.6 Million - $4.94 Million	83,811 New	83,811 $4.62 Million
Q1 2023 Apr 11, 2023	SELL	$51.7 - $56.94 $479,259 - $527,833	-9,270 Reduced 8.91%	94,744 $5.13 Million
Q4 2022 Jan 17, 2023	SELL	$47.77 - $55.73 $449,706 - $524,642	-9,414 Reduced 8.3%	104,014 $0
Q3 2022 Oct 18, 2022	SELL	$47.13 - $56.11 $57,734 - $68,734	-1,225 Reduced 1.07%	113,428 $5.35 Million
Q2 2022 Jul 13, 2022	BUY	$49.26 - $58.47 $100,539 - $119,337	2,041 Added 1.81%	114,653 $5.76 Million
Q1 2022 Apr 26, 2022	BUY	$54.81 - $59.23 $877,124 - $947,857	16,003 Added 16.56%	112,612 $6.33 Million
Q4 2021 Jan 19, 2022	BUY	$54.05 - $58.21 $5.22 Million - $5.62 Million	96,609 New	96,609 $5.61 Million

Others Institutions Holding FNDB

# of Institutions

144

Shares Held

4.02M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.

Account

Guardian Financial Partners, LLC Schwab Fundamental U S Broad M Transaction History