Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS LLC / NC | 05-15-2024 | 03-31-2024 | 452 | 817,188,955 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | APTUS COLLRD INV | 1 | $94,559,196 | 2,624,366 | 0.01 | 0.01 | 65,825 | 2.57 | 03-31-2024 |
| ETF SER SOLUTIONS | APTUS DEFINED | 2 | $54,259,619 | 2,035,277 | 0.01 | 0.01 | -1,043,691 | -33.90 | 03-31-2024 |
| ETF SER SOLUTIONS | APTUS ENHANCED | 3 | $50,120,764 | 2,143,745 | 0.01 | 2,143,745 | +Inf | 03-31-2024 | |
| ETF SER SOLUTIONS | OPUS SML CP VL | 4 | $47,711,077 | 1,326,782 | 0.01 | 0.01 | 14,092 | 1.07 | 03-31-2024 |
