Guardian Wealth Advisors, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$20.4 - $21.11 $58,323 - $60,353	-2,859 Reduced 48.44%	3,043 $63,000
Q3 2023 Nov 14, 2023	SELL	$19.97 - $21.34 $32,331 - $34,549	-1,619 Reduced 21.53%	5,902 $117,000
Q2 2023 Aug 14, 2023	SELL	$21.14 - $21.92 $4,967 - $5,151	-235 Reduced 3.03%	7,521 $160,000
Q1 2023 May 15, 2023	SELL	$21.0 - $22.1 $20,181 - $21,238	-961 Reduced 11.02%	7,756 $168,000
Q4 2022 Feb 14, 2023	SELL	$20.43 - $21.75 $2,226 - $2,370	-109 Reduced 1.23%	8,717 $183,000
Q2 2022 Aug 15, 2022	SELL	$22.27 - $24.14 $16,524 - $17,911	-742 Reduced 7.76%	8,826 $201,000
Q1 2022 May 16, 2022	SELL	$24.06 - $25.68 $115,897 - $123,700	-4,817 Reduced 33.49%	9,568 $231,000
Q4 2021 May 16, 2022	BUY	$25.65 - $25.96 $368,975 - $373,434	14,385 New	14,385 $370,000

Others Institutions Holding DEED

# of Institutions

35

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

808K
Shares

$16.6 Million
1.72% of portfolio
New Edge Advisors, LLC New Orleans, LA

294K
Shares

$6.04 Million
0.04% of portfolio
Legacy Cg, LLC Plano, TX

240K
Shares

$4.93 Million
2.24% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.05 Million
0.0% of portfolio
Blackhawk Capital Partners Llc. Thiensville, WI

118K
Shares

$2.43 Million
1.4% of portfolio

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