Guardian Financial Partners, LLC Schwab Fundamental U S Large C Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 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 236,756 shares of FNDX stock, worth $5.83 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

236,756

Previous 69,437 240.97%

Holding current value

$5.83 Million

Previous $4.98 Million 12.53%

% of portfolio

4.15%

Previous 3.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$23.49 - $71.77 $3.93 Million - $12 Million	167,319 Added 240.97%	236,756 $5.61 Million
Q3 2024 Oct 31, 2024	BUY	$65.36 - $71.76 $284,512 - $312,371	4,353 Added 6.69%	69,437 $4.98 Million
Q2 2024 Jul 15, 2024	BUY	$63.87 - $67.55 $202,212 - $213,863	3,166 Added 5.11%	65,084 $4.36 Million
Q1 2024 Apr 26, 2024	BUY	$60.89 - $67.39 $341,532 - $377,990	5,609 Added 9.96%	61,918 $4.17 Million
Q4 2023 Jan 08, 2024	BUY	$53.46 - $62.11 $529,948 - $615,696	9,913 Added 21.37%	56,309 $3.49 Million
Q3 2023 Oct 05, 2023	BUY	$55.81 - $59.78 $2.59 Million - $2.77 Million	46,396 New	46,396 $2.6 Million
Q1 2023 Apr 11, 2023	SELL	$52.49 - $57.54 $4,986 - $5,466	-95 Reduced 0.23%	42,077 $2.31 Million
Q4 2022 Jan 17, 2023	BUY	$48.43 - $56.6 $55,161 - $64,467	1,139 Added 2.78%	42,172 $0
Q3 2022 Oct 18, 2022	BUY	$47.76 - $56.79 $213,821 - $254,248	4,477 Added 12.25%	41,033 $1.96 Million
Q2 2022 Jul 13, 2022	BUY	$49.93 - $59.29 $65,308 - $77,551	1,308 Added 3.71%	36,556 $1.86 Million
Q1 2022 Apr 26, 2022	BUY	$55.41 - $59.9 $93,975 - $101,590	1,696 Added 5.05%	35,248 $2 Million
Q4 2021 Jan 19, 2022	BUY	$54.44 - $58.74 $1.83 Million - $1.97 Million	33,552 New	33,552 $1.97 Million

Others Institutions Holding FNDX

# of Institutions

607

Shares Held

232M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Guardian Financial Partners, LLC Schwab Fundamental U S Large C Transaction History