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 |
|---|---|---|---|---|---|---|---|---|---|
| HELMERICH & PAYNE INC COM | Stock | 201 | $9,525 | 226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 202 | $9,165 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK INC COM | Stock | 203 | $9,067 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROOKFIELD REINS LTD CL A-1 EXCH NONV | Stock | 204 | $9,019 | 217 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
