GWANC
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Guardian Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202 Buy
+2
New +$206 ﹤0.01% 608
2025
Q3 		– Sell
-2
Closed -$193 – 504
2025
Q2 		$193 Hold
2
– – ﹤0.01% 548
2025
Q1 		$198 Hold
2
– – ﹤0.01% 526
2024
Q4 		$198 Hold
2
– – ﹤0.01% 510
2024
Q3 		$213 Hold
2
– – ﹤0.01% 447
2024
Q2 		$186 Hold
2
– – ﹤0.01% 434
2024
Q1 		$189 Hold
2
– – ﹤0.01% 450
2023
Q4 		$191 Buy
+2
New +$172 ﹤0.01% 437
2022
Q3 		– Sell
-248
Closed -$24K – 366
2022
Q2 		$24K Hold
248
– – ﹤0.01% 263
2022
Q1 		$23K Hold
248
– – 0.01% 202
2021
Q4 		$23K Buy
+248
New +$28.6K 0.01% 191

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Morgan Stanley
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MSA
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Two Sigma Investments
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return