| |
|
|
| Name: |
GUARDIAN WEALTH ADVISORS LLC / NC |
| City: |
RALEIGH |
| State: |
NC |
| Zip: |
27609 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
25 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WPM |
Wheaton Precious Metals Corp |
457 |
Closed |
$55.36 |
$0 |
0 |
0% |
-433,000 |
-10,160 |
0 |
Silver |
|
|
SCHJ |
Schwab 1-5 Year Corporate B... |
442 |
Closed |
$0.00 |
$0 |
0 |
0% |
-12,000 |
-250 |
0 |
N/A |
|
|
FCG |
First Trust ISE-Revere Natu... |
463 |
Closed |
$27.38 |
$0 |
0 |
0% |
0 |
-18 |
0 |
Closed - End Fund - E... |
|
|
MKL |
Markel Corp |
448 |
Closed |
$1,645.20 |
$0 |
0 |
0% |
-203,000 |
-138 |
0 |
Property & Casualty I... |
|
|
IQDG |
Wisdomtree International Qu... |
456 |
Closed |
$0.00 |
$0 |
0 |
0% |
-47,000 |
-1,475 |
0 |
N/A |
|
|
DGRO |
iShares Core Dividend Growth |
441 |
Closed |
$57.92 |
$0 |
0 |
0% |
-25,000 |
-503 |
0 |
N/A |
|
|
CRUZ |
Defiance Hotel Airline And ... |
462 |
Closed |
$0.00 |
$0 |
0 |
0% |
-49,000 |
-2,597 |
0 |
N/A |
|
|
IQI |
Invesco Quality Muni Inc T |
447 |
Closed |
$9.58 |
$0 |
0 |
0% |
-1,001,000 |
-119,250 |
0 |
Closed - End Fund - Debt |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
455 |
Closed |
$80.94 |
$0 |
0 |
0% |
-17,000 |
-252 |
0 |
Closed - End Fund - E... |
|
|
BSCN |
Invesco Bulletshares 2023 C... |
440 |
Closed |
$21.19 |
$0 |
0 |
0% |
-1,796,000 |
-84,582 |
0 |
N/A |
|
|
BDX |
Becton Dickinson & Co |
461 |
Closed |
$235.00 |
$0 |
0 |
0% |
-202,000 |
-783 |
0 |
Medical Instruments &... |
|
|
SHV |
iShares Barclays Short Trea... |
446 |
Closed |
$110.24 |
$0 |
0 |
0% |
-62,000 |
-565 |
0 |
Closed - End Fund - E... |
|
|
CARR |
Carrier Global Corp |
454 |
Closed |
$64.96 |
$0 |
0 |
0% |
-229,000 |
-4,154 |
0 |
N/A |
|
|
VTWG |
Vangard Russell 2000 Growth |
439 |
Closed |
$191.72 |
$0 |
0 |
0% |
-1,000 |
-5 |
0 |
N/A |
|
|
ALL |
Allstate Corp |
460 |
Closed |
$169.08 |
$0 |
0 |
0% |
-244,000 |
-2,171 |
0 |
Property & Casualty I... |
|
|
AJG |
Arthur J Gallagher & Co |
445 |
Closed |
$250.72 |
$0 |
0 |
0% |
-256,000 |
-1,125 |
0 |
Insurance Brokers |
|
|
F |
Ford Motor Co |
451 |
Closed |
$12.50 |
$0 |
0 |
0% |
-129,000 |
-10,356 |
0 |
Auto Manufacturers |
|
|
IXJ |
iShares Trust S&P Glbl Hltcr |
432 |
Closed |
$92.09 |
$0 |
0 |
0% |
-7,000 |
-87 |
0 |
Closed - End Fund - E... |
|
|
AB |
AllianceBernstein |
459 |
Closed |
$33.52 |
$0 |
0 |
0% |
-422,000 |
-13,908 |
0 |
Asset Management |
|
|
IYR |
iShares Dow Jones US Real E... |
444 |
Closed |
$87.07 |
$0 |
0 |
0% |
-3,000 |
-42 |
0 |
Closed - End Fund - E... |
|
|
EMN |
Eastman Chemical Co |
450 |
Closed |
$100.73 |
$0 |
0 |
0% |
-233,000 |
-3,020 |
0 |
Diversified Chemicals |
|
|
MO |
Altria Group Inc |
458 |
Closed |
$45.50 |
$0 |
0 |
0% |
-219,000 |
-5,081 |
0 |
Cigarettes & Other To... |
|
|
XSOE |
Wisdomtree Emerging Markets... |
443 |
Closed |
$30.60 |
$0 |
0 |
0% |
-23,000 |
-852 |
0 |
N/A |
|
|
TIP |
iShares Lehman TIPS Bond |
465 |
Closed |
$106.29 |
$0 |
0 |
0% |
-3,000 |
-26 |
0 |
Closed - End Fund - E... |
|
|
OXY |
Occidental Petroleum Corp |
449 |
Closed |
$63.06 |
$0 |
0 |
0% |
-204,000 |
-3,141 |
0 |
Independent Oil & Gas |
|
