Guardian Financial Partners, LLC Schwab Fundamental Emerging Mk Transaction History
Guardian Financial Partners, LLC
- $118 Million
- Q1 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 15,787 shares of FNDE stock, worth $476,293. This represents 0.37% of its overall portfolio holdings.
Number of Shares
15,787
Previous 13,938
13.27%
Holding current value
$476,293
Previous $378,000
15.87%
% of portfolio
0.37%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
319Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.77 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$112 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$82.1 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$79.6 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$79.1 Million0.14% of portfolio