Wr Wealth Planners, LLC Global X Fds Us Infrastructure Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 5,024 shares of PAVE stock, worth $225,527. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,024

Previous 4,481 12.12%

Holding current value

$225,527

Previous $165,000 24.85%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$36.39 - $41.16 $19,759 - $22,349	543 Added 12.12%	5,024 $206,000
Q2 2024 Jul 31, 2024	BUY	$36.91 - $39.72 $19,377 - $20,853	525 Added 13.27%	4,481 $165,000
Q1 2024 Jul 31, 2024	BUY	$33.2 - $39.81 $131,339 - $157,488	3,956 New	3,956 $157,000
Q3 2023 Aug 01, 2024	BUY	$29.91 - $32.61 $29 - $32	1 Added 0.26%	386 $11.7 Million
Q2 2023 Aug 01, 2024	SELL	$26.73 - $31.43 $109,486 - $128,737	-4,096 Reduced 91.41%	385 $12.1 Million
Q1 2023 Aug 01, 2024	SELL	$26.46 - $30.14 $108,380 - $123,453	-4,096 Reduced 91.41%	385 $10.9 Million
Q3 2022 Oct 10, 2024	SELL	$22.65 - $27.69 $92,819 - $113,473	-4,098 Reduced 91.45%	383 $8.82 Million
Q1 2022 Oct 17, 2024	SELL	$25.52 - $29.01 $118,489 - $134,693	-4,643 Reduced 92.42%	381 $10.8 Million

Others Institutions Holding PAVE

# of Institutions

556

Shares Held

132M

Call Options Held

Put Options Held

12.2K

View Full List

About GLOBAL X FDS US INFRASTRUCTURE

Ticker PAVE
Sector ETFs
Industry ETFs

More about PAVE

Track This Portfolio

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.

Account

Wr Wealth Planners, LLC Global X Fds Us Infrastructure Transaction History