Guardian Financial Partners, LLC Schwab Fundamental U S Broad M Transaction History
Guardian Financial Partners, LLC
- $159 Million
- Q1 2025
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 175,905 shares of FNDB stock, worth $3.79 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
175,905
Previous 186,822
5.84%
Holding current value
$3.79 Million
Previous $4.35 Million
6.86%
% of portfolio
2.55%
Previous 3.21%
Shares
13 transactions
Others Institutions Holding FNDB
# of Institutions
157Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$35.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$29.2 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$14.4 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$13.2 Million0.05% of portfolio
-
Sound Stewardship, LLC Overland Park, KS572KShares$12.3 Million7.5% of portfolio