Guardian Wealth Advisors, Llc / Nc »

salesforce shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $369k 1.8k 202.78
2023-06-30 $223k 1.1k 211.26
2022-09-30 $245k 1.7k 144.03
2022-03-31 $325k 1.5k 212.56
2021-12-31 $284k 1.1k 254.25

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Guardian Wealth Advisors, Llc / Nc

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