Guardian Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
Guardian Wealth Advisors, LLC
- $162 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.05MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$77.9 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$65.5 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$57.5 Million3.0% of portfolio
-
Matrix Trust CO693KShares$57.4 Million10.65% of portfolio
-
Ubs Group Ag500KShares$41.4 Million0.01% of portfolio