Guardian Financial Partners, LLC Schwab Fundamental Intl Small Transaction History
Guardian Financial Partners, LLC
- $135 Million
- Q4 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 11,132 shares of FNDC stock, worth $393,182. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,132
Previous 9,848
13.04%
Holding current value
$393,182
Previous $375,000
1.33%
% of portfolio
0.28%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding FNDC
# of Institutions
252Shares Held
58.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.7 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$35.4 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$21.8 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.2 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.1 Million3.31% of portfolio