GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BDVG — iMGP Berkshire Dividend Growth ETF
CIK 1901403
RALEIGH, NC
All Filings in BDVG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,832 | 8,563 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $96,958 | 8,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $78,745 | 6,712 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,031 | 5,410 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||