Guardian Wealth Management, Inc.
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1910205
PEORIA, IL
All Filings in AIVL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 AIVL | $54,351 | 495 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 AIVL | $79,037 | 742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AIVL | $82,584 | 742 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 AIVL | $75,448 | 756 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 AIVL | $76,945 | 756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 AIVL | $77,103 | 804 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AIVL | $104,616 | 1,176 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 AIVL | $118,047 | 1,262 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 AIVL | $127,682 | 1,393 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 AIVL | $153,673 | 1,674 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 AIVL | $136,322 | 1,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 AIVL | $148,373 | 1,672 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 AIVL | $165,232 | 1,668 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 AIVL | $168,482 | 1,666 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||