Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT INC | 05-14-2024 | 03-31-2024 | 244 | 129,824,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BUNGE GLOBAL SA COM SHS | Stock | 101 | $108,414 | 1,057 | 0.00 | 0.00 | -152 | -12.57 | 03-31-2024 |
| MERCK & CO INC COM | Stock | 102 | $107,932 | 818 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | 103 | $103,640 | 1,785 | 0.00 | 0.00 | -251 | -12.33 | 03-31-2024 |
| HONEYWELL INTL INC COM | Stock | 104 | $100,414 | 489 | 0.00 | 0.00 | 2 | 0.41 | 03-31-2024 |
