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iShares Dow Jones Select Dividend shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend 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 Dow Jones Select Dividend by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 10k 123.18
2023-12-31 $23k 200 117.22
2021-12-31 $999 9 111.11

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 Aptus Enhanced (JUCY)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend