Guardian Financial Partners, LLC Schwab Fundamental U S Large C Transaction History
Guardian Financial Partners, LLC
- $135 Million
- Q4 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 236,756 shares of FNDX stock, worth $5.79 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
236,756
Previous 69,437
240.97%
Holding current value
$5.79 Million
Previous $4.98 Million
12.53%
% of portfolio
4.15%
Previous 3.89%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
660Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$365 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$254 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio