Utilities SPDR shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7k | 120 | 81.03 |
| 2024-06-30 | $8.2k | 120 | 68.31 |
| 2024-03-31 | $34k | 512 | 65.68 |
| 2023-12-31 | $68k | 1.1k | 63.04 |
| 2023-09-30 | $72k | 1.2k | 60.40 |
| 2023-06-30 | $78k | 1.2k | 65.44 |
| 2023-03-31 | $81k | 1.2k | 67.69 |
| 2022-12-31 | $83k | 1.2k | 70.50 |
| 2022-09-30 | $89k | 1.4k | 65.88 |
| 2022-06-30 | $97k | 1.4k | 70.29 |
| 2022-03-31 | $100k | 1.3k | 74.13 |
| 2021-12-31 | $95k | 1.3k | 71.32 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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