Wr Wealth Planners, LLC Ishares S&P 100 ETF Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 691 shares of OEF stock, worth $183,826. This represents 0.05% of its overall portfolio holdings.

Number of Shares
691
Previous 677 2.07%
Holding current value
$183,826
Previous $178,000 2.81%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 17, 2024
BUY
$266.03 - $266.03 $3,724 - $3,724
14 Added 2.07%
691 $183,000
Q2 2024

Jul 31, 2024
BUY
$234.68 - $265.99 $5,162 - $5,851
22 Added 3.36%
677 $178,000
Q1 2024

Jul 31, 2024
BUY
$219.81 - $247.98 $143,975 - $162,426
655 New
655 $162,000

Others Institutions Holding OEF

# of Institutions
837
Shares Held
35.8M
Call Options Held
9.9K
Put Options Held
26.4K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email