GUARDIAN WEALTH ADVISORS, LLC / NC
Position in WTPI — WisdomTree Equity Premium Income Fund
CIK 1901403
RALEIGH, NC
All Filings in WTPI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 WTPI | $16,020 | 500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 WTPI | $29,583 | 950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 WTPI | $31,317 | 950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 WTPI | $31,445 | 950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 WTPI | $16,680 | 500 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||