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Ishares Morningstar shares owned by Guardian Wealth Advisors, Llc / Nc

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

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

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All positions including Ishares Morningstar 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 Ishares Morningstar by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9k 257 19.04
2023-06-30 $4.9k 253 19.49
2023-03-31 $4.8k 250 19.25

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View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Ishares Morningstar

Bank of America Corporation
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
First Heartland Consultants
Steward Partners Investment Advisory
Baird Financial
Mycio Wealth Partners
Raymond James Financial Services Advisors
Atria Wealth Solutions
Kestra Advisory Services
Cambridge Investment Research Advisors
D.A. Davidson & Co.
Jpmorgan Chase & Co
Farther Finance Advisors

View all funds holding Ishares Morningstar