Wiser Advisor Group LLC JACOBS SOLUTIONS Transaction History

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024
Number of Shares
1,527
Previous 2,204 30.72%
Holding current value
$200 Million
Previous $308 Million 35.06%
% of portfolio
0.3%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-677 Reduced 30.72%
1,527 $200 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-387 Reduced 14.94%
2,204 $308 Million
Q1 2024

May 15, 2024
SELL
N/A
-89 Reduced 3.32%
2,591 $400 Million
Q4 2023

Feb 12, 2024
BUY
N/A
2,680 New
2,680 $348 Million
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