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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P | MF Closed and MF Open | 51 | $179,521 | 987 | 0.00 | 987 | +Inf | 06-30-2024 | |
| VISA INC | Common Stock | 52 | $159,978 | 610 | 0.00 | 610 | +Inf | 06-30-2024 | |
| YUM CHINA | Common Stock | 53 | $158,234 | 5,131 | 0.00 | 5,131 | +Inf | 06-30-2024 | |
| ALPHABET INC | Common Stock | 54 | $146,889 | 801 | 0.00 | 801 | +Inf | 06-30-2024 |
