Litman Gregory Fds Tr Polen shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Litman Gregory Fds Tr Polen (PCIG) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Litman Gregory Fds Tr Polen
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All positions including Litman Gregory Fds Tr Polen held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Litman Gregory Fds Tr Polen by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $20k | 2.6k | 7.96 |
| 2025-06-30 | $29k | 3.0k | 9.86 |
| 2025-03-31 | $27k | 2.9k | 9.19 |
| 2024-12-31 | $81k | 8.9k | 9.13 |
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