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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 251 | $2,364 | 69 | 0.00 | 69 | +Inf | 06-30-2024 | |
| WISDOMTREE TR | MF Closed and MF Open | 252 | $2,298 | 110 | 0.00 | 110 | +Inf | 06-30-2024 | |
| OKTA INC | Common Stock | 253 | $2,246 | 24 | 0.00 | 24 | +Inf | 06-30-2024 | |
| BHP GROUP | Common Stock | 254 | $2,221 | 39 | 0.00 | 39 | +Inf | 06-30-2024 |
