iShares S&P 500 Index shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $150k | 348 | 431.95 |
| 2023-06-30 | $190k | 425 | 446.16 |
| 2023-03-31 | $172k | 417 | 411.38 |
| 2022-12-31 | $162k | 422 | 384.35 |
| 2022-09-30 | $129k | 359 | 359.33 |
| 2022-06-30 | $604k | 1.6k | 378.92 |
| 2022-03-31 | $509k | 1.1k | 453.65 |
| 2021-12-31 | $640k | 1.3k | 476.90 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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