Guardian Financial Partners, LLC Schwab Fundamental Intl Small Transaction History
Guardian Financial Partners, LLC
- $159 Million
- Q1 2025
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 13,154 shares of FNDC stock, worth $489,328. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,154
Previous 11,132
18.16%
Holding current value
$489,328
Previous $380,000
25.26%
% of portfolio
0.3%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding FNDC
# of Institutions
269Shares Held
58.1MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.79 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$37.3 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.9 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$21.5 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$17.2 Million3.11% of portfolio