Guardian Wealth Management, Inc. Spdr Bloomberg Investment Grad Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$30.67 - $30.84 $61 - $61	2 Added 1.77%	115 $3,000
Q3 2024 Nov 14, 2024	BUY	$30.55 - $30.85 $61 - $61	2 Added 1.8%	113 $3,000
Q2 2024 Aug 08, 2024	BUY	$30.69 - $30.88 $61 - $61	2 Added 1.83%	111 $3,000
Q1 2024 May 14, 2024	BUY	$30.59 - $30.83 $30 - $30	1 Added 0.93%	109 $3,000
Q4 2023 Feb 14, 2024	BUY	$30.49 - $30.71 $60 - $61	2 Added 1.89%	108 $3,000
Q3 2023 Oct 31, 2023	BUY	$30.51 - $30.73 $30 - $30	1 Added 0.95%	106 $3,000
Q2 2023 Aug 14, 2023	BUY	$30.33 - $30.69 $60 - $61	2 Added 1.94%	105 $3,000
Q1 2023 May 09, 2023	BUY	$29.96 - $30.68 $29 - $30	1 Added 0.98%	103 $3,000
Q4 2022 Feb 10, 2023	BUY	$30.19 - $30.41 $30 - $30	1 Added 0.99%	102 $3,000
Q2 2022 Aug 15, 2022	BUY	$30.11 - $30.51 $30 - $30	1 Added 1.0%	101 $3,000
Q4 2021 Feb 15, 2022	BUY	$30.56 - $30.65 $3,056 - $3,065	100 New	100 $3,000

Others Institutions Holding FLRN

# of Institutions

357

Shares Held

56.2M

Call Options Held

24K

Put Options Held

21.3K

Ameriprise Financial Inc Minneapolis, MN

4M
Shares

$123 Million
0.03% of portfolio
Wealthfront Advisers LLC

3.36M
Shares

$103 Million
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

2.18M
Shares

$67.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.15M
Shares

$66.1 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.82M
Shares

$55.9 Million
0.09% of portfolio

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