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Invesco unit investment shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment 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 Invesco unit investment by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 1.9k 18.54
2023-12-31 $38k 2.1k 18.46

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
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First Tr Exchange-traded Risng Divd Achiv (RDVY)
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NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Invesco unit investment

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Kaye Capital Management
Strategic Wealth Partners
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Garden State Investment Advisory Services
Ronna Sue Cohen
FTB Advisors
Royal Bank of Canada
Envestnet Asset Management
Equitable Holdings

View all funds holding Invesco unit investment