Guardian Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 334 shares of DUHP stock, worth $11,766. This represents 0.0% of its overall portfolio holdings.
Number of Shares
334
Previous 334
-0.0%
Holding current value
$11,766
Previous $11,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio