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United-Guardian shares owned by ICA Group Wealth Management

Quarter-by-quarter ownership of United-Guardian (UG) shares owned by ICA Group Wealth Management from 13F filings

Historical chart of ICA Group Wealth Management investment in United-Guardian

Tip: Access up to 7 years of quarterly data

All positions including United-Guardian held by ICA Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United-Guardian by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6k 360 7.20
2023-06-30 $3.0k 360 8.26
2023-03-31 $3.4k 360 9.40
2022-12-31 $3.8k 360 10.44

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Ishares Core MF Closed and MF Open (IVV)
Invesco S&p MF Closed and MF Open (XMHQ)
Vanguard Value MF Closed and MF Open (VTV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (FIXD)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for ICA Group Wealth Management

Top funds holding United-Guardian

Vanguard Group
Dimensional Fund Advisors
Parthenon
Neuberger Berman Group
Ameritas Advisory Services
UBS Group
HighTower Advisors
Northstar
Wells Fargo & Company
Advisor Group Holdings
ICA Group Wealth Management
Principal Securities
Royal Bank of Canada
Brown Brothers Harriman & Co.
Jpmorgan Chase & Co

View all funds holding United-Guardian