Guardian Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Guardian Wealth Advisors, LLC

$717 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	N/A	-183 Reduced 90.15%	20 $1,000
Q2 2022 Aug 15, 2022	BUY	N/A	109 Added 115.96%	203 $7,000
Q4 2021 May 16, 2022	BUY	N/A	94 New	94 $3,000

Others Institutions Holding SPIB

# of Institutions

514

Shares Held

209M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$961 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$519 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$409 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$279 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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