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

Guardian Financial Partners, LLC

$159 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDB

# of Institutions

158

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$36.2 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.35M
Shares

$29.9 Million
2.31% of portfolio
High Tower Advisors, LLC Chicago, IL

666K
Shares

$14.7 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$13.5 Million
0.05% of portfolio
Sound Stewardship, LLC Overland Park, KS

572K
Shares

$12.6 Million
7.5% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

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