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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI ACWI ETF | 551 | $3,078 | 28 | 0.00 | 0.00 | -1 | -3.45 | 03-31-2024 |
| ALPS ETF TR | OSHARES US QUALT | 552 | $2,718 | 55 | 0.00 | 0.00 | -60 | -52.17 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MRGSTR SM CP GR | 554 | $2,674 | 57 | 0.00 | 0.00 | -254 | -81.67 | 03-31-2024 |
