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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH | Common Stock | 101 | $43,515 | 737 | 0.00 | 737 | +Inf | 06-30-2024 | |
| ISHARES CORE | MF Closed and MF Open | 102 | $42,897 | 591 | 0.00 | 591 | +Inf | 06-30-2024 | |
| XPO INC | Common Stock | 103 | $41,080 | 387 | 0.00 | 387 | +Inf | 06-30-2024 | |
| SUN COMMUNITIES | Common Stock | 104 | $39,943 | 332 | 0.00 | 332 | +Inf | 06-30-2024 |
