Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Wiser Advisor Group LLC
City:
PHOENIX
State:
AZ
Zip:
85028
Achive data
View Filing Period:
Current Quarter
2023-12-31
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
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
Comcast Corp
293
Closed
$40.03
$0
0
0%
-36,000
-820
0
CATV Systems
BA
Boeing Co
292
Closed
$177.61
$0
0
0%
-8,000
-32
0
Aerospace/Defense - M...
BLK
BlackRock Inc A
291
Closed
$772.03
$0
0
0%
-52,000
-64
0
Investment Brokerage ...
SPLK
Splunk Inc
296
Closed
$156.90
$0
0
0%
-38,000
-248
0
Application Software
TXN
Texas Instruments Inc
295
Closed
$195.01
$0
0
0%
-38,000
-221
0
Semiconductor- Broad...
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
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us