Guardian Wealth Advisors, Llc / Nc »

iShares FTSE KLD Select Scil Idx shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $48k 526 90.37
2023-06-30 $49k 526 93.64
2023-03-31 $46k 526 87.77
2022-12-31 $43k 526 82.32
2022-09-30 $40k 526 76.05
2022-06-30 $42k 526 79.85