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Wisdomtree Cboe S&p 500 Putwri shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Wisdomtree Cboe S&p 500 Putwri

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Cboe S&p 500 Putwri 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 Wisdomtree Cboe S&p 500 Putwri by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 500 31.91
2025-06-30 $16k 500 32.04
2025-03-31 $30k 950 31.14
2024-12-31 $31k 950 32.97
2024-09-30 $31k 950 33.10
2024-06-30 $17k 500 33.36

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Ea Series Trust Freedom 100 Em (FRDM)
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View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Wisdomtree Cboe S&p 500 Putwri

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Castle Wealth Management
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Compass Financial Services
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View all funds holding Wisdomtree Cboe S&p 500 Putwri