Wrenne Financial Planning LLC New Holdings in Q3 2024

Wrenne Financial Planning LLC

  • $168 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
1.45K
New
$133.73 - $158.05 $194K - $229K
1.45K $226M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.71K
New
$113.41 - $125.62 $194K - $215K
1.71K $215M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.48K
New
$125.95 - $142.04 $186K - $210K
1.48K $210M
DGRO
Ishares Core Dividend Growth E

ETFs
3.34K
New
$57.47 - $62.76 $192K - $210K
3.34K $209M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.92K
New
$95.1 - $106.76 $183K - $205K
1.92K $205M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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