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

Guardian Financial Partners, LLC

$128 Million
Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 11,611 shares of FNDA stock, worth $345,543. This represents 0.54% of its overall portfolio holdings.

Number of Shares

11,611

Previous 10,369 11.98%

Holding current value

$345,543

Previous $569,000 21.44%

% of portfolio

0.54%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$54.26 - $60.01 $67,390 - $74,532	1,242 Added 11.98%	11,611 $691,000
Q2 2024 Jul 15, 2024	BUY	$52.82 - $57.21 $53,506 - $57,953	1,013 Added 10.83%	10,369 $569,000
Q1 2024 Apr 26, 2024	BUY	$52.35 - $57.03 $45,439 - $49,502	868 Added 10.23%	9,356 $533,000
Q4 2023 Jan 08, 2024	BUY	$44.98 - $56.11 $92,658 - $115,586	2,060 Added 32.05%	8,488 $469,000
Q3 2023 Oct 05, 2023	BUY	$47.76 - $53.58 $307,001 - $344,412	6,428 New	6,428 $311,000
Q1 2023 Apr 11, 2023	BUY	$46.21 - $53.63 $20,886 - $24,240	452 Added 9.93%	5,002 $243,000
Q4 2022 Jan 17, 2023	BUY	$43.53 - $50.11 $198,061 - $228,000	4,550 New	4,550 $0

Others Institutions Holding FNDA

# of Institutions

414

Shares Held

120M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Guardian Financial Partners, LLC Schwab Fundamental U S Small C Transaction History