GWMI
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Guardian Wealth Management (Illinois)’s Spire SR Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-524
Closed -$32.7K – 259
2023
Q4 		$32.7K Hold
524
– – 0.03% 121
2023
Q3 		$29.7K Sell
524
-490
-48% -$29.7K 0.03% 121
2023
Q2 		$64.3K Hold
1,014
– – 0.06% 98
2023
Q1 		$71.1K Hold
1,014
– – 0.07% 97
2022
Q4 		$69.8K Hold
1,014
– – 0.07% 103
2022
Q3 		$63K Hold
1,014
– – 0.07% 97
2022
Q2 		$75K Buy
1,014
+20
+2% +$1.5K 0.08% 92
2022
Q1 		$71K Hold
994
– – 0.07% 105
2021
Q4 		$65K Buy
+994
New +$62.9K 0.06% 108

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return