Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WISER ADVISOR GROUP LLC | 08-14-2024 | 06-30-2024 | 303 | 63,596,877 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Common Stock | 1 | $5,369,049 | 25,492 | 0.01 | 25,492 | +Inf | 06-30-2024 | |
| VANGUARD S&P | MF Closed and MF Open | 2 | $5,237,898 | 10,474 | 0.01 | 10,474 | +Inf | 06-30-2024 | |
| FIRST TRUST | MF Closed and MF Open | 3 | $2,972,766 | 58,222 | 0.00 | 58,222 | +Inf | 06-30-2024 | |
| VANGUARD TOTAL | MF Closed and MF Open | 4 | $2,429,457 | 33,720 | 0.00 | 33,720 | +Inf | 06-30-2024 |
