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 |
|---|---|---|---|---|---|---|---|---|---|
| WEC ENERGY | Common Stock | 201 | $8,709 | 111 | 0.00 | 111 | +Inf | 06-30-2024 | |
| DOORDASH INC | Common Stock | 202 | $8,703 | 80 | 0.00 | 80 | +Inf | 06-30-2024 | |
| VANGUARD FTSE | MF Closed and MF Open | 203 | $8,427 | 127 | 0.00 | 127 | +Inf | 06-30-2024 | |
| GLOBUS MEDICAL | Common Stock | 204 | $8,355 | 122 | 0.00 | 122 | +Inf | 06-30-2024 |
