Wr Wealth Planners, LLC Alerian Energy Infrastructure Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$22.44 - $25.43 $13,464 - $15,258	600 New	600 $15,000
Q3 2023 Aug 01, 2024	BUY	$21.55 - $22.76 $172 - $182	8 Added 1.39%	583 $12.9 Million
Q2 2023 Aug 01, 2024	BUY	$20.34 - $21.82 $11,695 - $12,546	575 New	575 $12.5 Million
Q1 2023 Aug 01, 2024	BUY	$19.74 - $22.37 $11,172 - $12,661	566 New	566 $11.9 Million
Q4 2022 Oct 10, 2024	BUY	$20.16 - $22.72 $141 - $159	7 Added 1.27%	558 $11.8 Million
Q3 2022 Oct 10, 2024	BUY	$19.09 - $23.34 $10,518 - $12,860	551 New	551 $10.9 Million
Q2 2022 Oct 17, 2024	BUY	$19.48 - $24.25 $155 - $194	8 Added 1.49%	544 $11 Million
Q1 2022 Oct 17, 2024	BUY	$19.29 - $23.01 $10,339 - $12,333	536 New	536 $12.2 Million

Others Institutions Holding ENFR

# of Institutions

76

Shares Held

2.59M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

343K
Shares

$10.5 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

287K
Shares

$8.83 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

217K
Shares

$6.67 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

134K
Shares

$4.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

133K
Shares

$4.08 Million
0.0% of portfolio

About ALERIAN ENERGY INFRASTRUCTURE

Ticker ENFR
Sector ETFs
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