Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GUARDIAN CAPITAL ADVISORS LP | 08-14-2023 | 06-30-2023 | 164 | 879,392,138 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALTRIA GROUP INC | COM | 151 | $452,331 | 9,900 | 0.00 | 0.00 | -1,000 | -9.17 | 06-30-2023 |
VANGUARD INDEX FDS | TOTAL STK MKT | 152 | $439,122 | 1,975 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BOSTON PROPERTIES INC | COM | 153 | $430,191 | 7,050 | 0.00 | 7,050 | +Inf | 06-30-2023 | |
WHEATON PRECIOUS METALS CORP | COM | 154 | $429,545 | 10,020 | 0.00 | 0.00 | -50 | -0.50 | 06-30-2023 |