Guardian Financial Partners, LLC Schwab Fundamental Intl Small Transaction History
Guardian Financial Partners, LLC
- $128 Million
- Q3 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 9,848 shares of FNDC stock, worth $336,309. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,848
Previous 8,675
13.52%
Holding current value
$336,309
Previous $301,000
24.58%
% of portfolio
0.29%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.68 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$20.8 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.1 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.5 Million3.31% of portfolio