Wiser Advisor Group LLC Purchases and Sells in Q2 2024

Wiser Advisor Group LLC

$63.6 Billion
Q2 2024

Top Buys

Incresed Positions

182 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	33 + 0.29%	$150.53 - $185.41 $4.97K - $6.12K	11.5K $2.1B
LLY	34 + 2.35%	$724.87 - $909.04 $24.6K - $30.9K	1.48K $1.34B
IVV	242 + 48.79%	$497.53 - $549.64 $120K - $133K	738 $403M
MSFT	88 + 2.56%	$389.33 - $452.85 $34.3K - $39.9K	3.53K $1.58B
VNQ	1.47K + 27.23%	$78.61 - $85.97 $115K - $126K	6.85K $574M
META	44 + 1.44%	$430.17 - $527.34 $18.9K - $23.2K	3.11K $1.57B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZM	1.97K New	$56.21 - $64.73 $110K - $127K	1.97K $116M
TSM	536 New	$127.7 - $179.69 $68.4K - $96.3K	536 $93.2M
AVGO	35 New	$1204.71 - $1828.87 $42.2K - $64K	35 $54.7M
IEFA	591 New	$70.77 - $76.19 $41.8K - $45K	591 $42.9M
MU	287 New	$106.77 - $153.45 $30.6K - $44K	287 $37.7M
XOM	300 New	$108.36 - $122.2 $32.5K - $36.7K	300 $34.5M

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FMB	-14.9K - 20.42%	$50.47 - $51.43 $754K - $768K	58.2K $2.97B
BND	-6.62K - 16.41%	$70.55 - $72.66 $467K - $481K	33.7K $2.43B
FPE	-13.3K - 15.49%	$16.96 - $17.44 $225K - $232K	72.4K $1.26B
VB	-154 - 1.52%	$210.76 - $226.94 $32.5K - $34.9K	9.96K $2.17B
YUMC	-1.94K - 27.47%	$30.84 - $40.19 $59.9K - $78.1K	5.13K $158M
VCIT	-1.41K - 17.72%	$77.99 - $80.49 $110K - $113K	6.53K $521M

Activity Summary All Purchases 198 New Holdings 16 Increased Positions 182 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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