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Company Main View
Name:
Guardian Wealth Management Inc.
City:
PEORIA
State:
IL
Zip:
61602
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$118,308,000
Total Value Change :
$11,485,000
Securities Held Change :
32
All Securities Held :
258
New Positions
:
37
Closed Positions
:
8
Increased Positions
:
87
Unchanged Positions
:
63
Decreased Positions
:
71
Download
Free Registration Required For Full Results
Holdings Found :
8
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
CASH
Meta Financial Group Inc
241
Closed
$54.01
$0
0
0%
-11,000
-228
0
Savings & Loans
PAC
Grupo Aeroportuario del Pac...
240
Closed
$190.78
$0
0
0%
-25,000
-151
0
AirCourier Services &...
MCFT
Mastercraft Boat Holdings Inc
239
Closed
$0.00
$0
0
0%
-1,369,000
-61,621
0
N/A
CRSR
Corsair Gaming, Inc.
245
Closed
$0.00
$0
0
0%
0
-21
0
N/A
EFA
iShares TR MSCI EAFE Indx FD
238
Closed
$81.80
$0
0
0%
-74,000
-1,074
0.002
Closed - End Fund - E...
DKNG
Draftkings Inc Class A
244
Closed
$0.00
$0
0
0%
0
-12
0
N/A
TWMJF
Canopy Growth Corporation
243
Closed
$0.52
$0
0
0%
0
-55
0
N/A
LULU
Lululemon Athletica Inc
242
Closed
$346.85
$0
0
0%
-22,000
-57
0
Textile - Apparel Clo...
8
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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