Guardian Financial Partners, LLC Schwab Fundamental U S Large C Transaction History
Guardian Financial Partners, LLC
- $122 Million
- Q2 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 65,084 shares of FNDX stock, worth $4.48 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
65,084
Previous 61,918
5.11%
Holding current value
$4.48 Million
Previous $4.17 Million
4.48%
% of portfolio
3.58%
Previous 3.54%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
534Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.81 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$208 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$189 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio