Wiser Advisor Group LLC Schwab Strategic Tr Us Broad M Transaction History

Wiser Advisor Group LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $23.75 $63 - $71	3 Added 0.26%	1,179 $25.4 Million
Q4 2024 Feb 05, 2025	BUY	$22.01 - $66.82 $17,277 - $52,453	785 Added 200.77%	1,176 $26.7 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $119 - $133	2 Added 0.51%	391 $26 Million
Q2 2024 Aug 14, 2024	BUY	$57.57 - $63.3 $115 - $126	2 Added 0.52%	389 $24.4 Million
Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $54 - $61	-1 Reduced 0.26%	387 $23.7 Million
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $18,472 - $21,693	388 New	388 $21.6 Million

1,348

565M

500K

12.1K

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