Wr Wealth Planners, LLC Columbia ETF Tr I Multi Sector Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 01, 2024	SELL	$19.42 - $20.59 $4,621 - $4,900	-238 Closed	0 $0
Q2 2023 Aug 01, 2024	BUY	$20.25 - $20.79 $4,819 - $4,948	238 New	238 $4.88 Million
Q1 2023 Aug 01, 2024	BUY	$20.15 - $20.83 $4,775 - $4,936	237 New	237 $4.88 Million
Q4 2022 Oct 10, 2024	SELL	$19.28 - $20.38 $21,285 - $22,499	-1,104 Reduced 67.77%	525 $10.6 Million
Q3 2022 Oct 10, 2024	BUY	$19.47 - $20.84 $31,716 - $33,948	1,629 New	1,629 $31.7 Million
Q2 2022 Oct 17, 2024	SELL	$19.84 - $20.94 $150,327 - $158,662	-7,577 Reduced 82.36%	1,623 $32.8 Million
Q1 2022 Oct 17, 2024	BUY	$20.87 - $22.49 $192,004 - $206,908	9,200 New	9,200 $193 Million

Others Institutions Holding MUST

# of Institutions

69

Shares Held

11.9M

Call Options Held

0

Put Options Held

0

About COLUMBIA ETF TR I MULTI SECTOR

Ticker MUST
Sector ETFs
Industry ETFs

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