Guardian Wealth Management, Inc.
Holdings in UTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,597,865 | 137,691 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $4,633,199 | 142,341 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,817,158 | 142,141 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $3,516,824 | 136,948 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $3,346,002 | 130,144 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,407,351 | 86,553 | Shares | Sole | 2024-11-15 |
| 2024-06-30 | $24,994 | 1,589 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $25,328 | 1,589 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $19,894 | 1,589 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $13,315 | 1,589 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $10,979 | 1,589 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $11,726 | 1,589 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $1,841 | 274 | Shares | Sole | 2023-02-10 |