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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC CL B | Stock | 151 | $29,034 | 195 | 0.00 | 0.00 | 2 | 1.04 | 03-31-2024 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | ETF | 152 | $28,712 | 246 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 153 | $28,311 | 522 | 0.00 | 0.00 | 5 | 0.97 | 03-31-2024 |
| PNC FINL SVCS GROUP INC COM | Stock | 154 | $28,113 | 174 | 0.00 | 0.00 | 2 | 1.16 | 03-31-2024 |
