Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Wiser Advisor Group LLC
  City: PHOENIX
  State: AZ
  Zip: 85028
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $63,836,000
  Total Value Change : $3,706,000
  Securities Held Change : 2
   
All Securities Held : 305
  New Positions : 8
  Closed Positions : 6
  Increased Positions : 95
  Unchanged Positions : 128
  Decreased Positions : 74

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 293 Closed $40.03 $0 0 0% -36,000 -820 0    CATV Systems
   (BA)1 Year Chart         BA Boeing Co 292 Closed $177.61 $0 0 0% -8,000 -32 0    Aerospace/Defense - M...
   (BLK)1 Year Chart         BLK BlackRock Inc A 291 Closed $772.03 $0 0 0% -52,000 -64 0    Investment Brokerage ...
   (SPLK)1 Year Chart         SPLK Splunk Inc 296 Closed $156.90 $0 0 0% -38,000 -248 0    Application Software
   (TXN)1 Year Chart         TXN Texas Instruments Inc 295 Closed $195.01 $0 0 0% -38,000 -221 0    Semiconductor- Broad...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 294 Closed $294.91 $0 0 0% -122,000 -414 0    Networking & Communic...

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results