Guardian Wealth Advisors, LLC SPYV Holdings History
Guardian Wealth Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Guardian Wealth Advisors, LLC held 150,135.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $7.67 Mil. This investment constitutes 4.92% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Guardian Wealth Advisors, LLC has made 6 purchases of SPYV, at an average price of $51.53, for a total of 150,135.00 shares. Based on historical transaction data and SPYV's current price of $53.57, Guardian Wealth Advisors, LLC's estimated gain on his SPYV holdings is $305,733.19, reflecting a 3.95% gain to date.
Guardian Wealth Advisors, LLC SPYV ($53.57) Holding Chart
Guardian Wealth Advisors, LLC SPYV ($53.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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