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
Download as csvQuarterly reported holdings in Invesco unit investment by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $23k | 1.0k | 22.25 |
| 2025-06-30 | $21k | 1.0k | 20.50 |
| 2025-03-31 | $20k | 1.0k | 19.07 |
| 2024-12-31 | $19k | 1.0k | 18.31 |
| 2024-09-30 | $28k | 1.4k | 19.78 |
| 2024-06-30 | $25k | 1.4k | 17.92 |
| 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
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