GWANC
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Guardian Wealth Advisors (North Carolina)’s Bank of New York Mellon BK Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$452K Buy
2025
Q1 		$204K Buy