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Hldgs shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $21k 438 48.66
2024-03-31 $13k 274 47.88

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Amazon Common Stock (AMZN)
Indexiq Iq MF Closed and MF Open (HFXI)
Vanguard Growth MF Closed and MF Open (VUG)
Vanguard Small MF Closed and MF Open (VB)
Alphabet Common Stock (GOOGL)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Meta Platforms Common Stock (META)
Schwab Us MF Closed and MF Open (SCHX)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Citadel Advisors
Susquehanna International
State Street Corporation
Sanders Capital
Geode Capital Management
Capital World Investors
Morgan Stanley
Invesco
Slate Path Capital
Dimensional Fund Advisors

View all funds holding Hldgs