Wr Wealth Planners, LLC Purchases and Sells in Q4 2024

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Top Buys

Incresed Positions

322 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	2.02K + 3.68%	$567.81 - $607.81 $1.15M - $1.23M	56.9K $33.4M
QGRO	5.04K + 12.79%	$90.31 - $106.37 $455K - $536K	44.4K $4.43M
AVUS	3.56K + 2.43%	$94.36 - $102.06 $336K - $364K	150K $14.6M
RGA	2.73K + 22750.0%	$201.26 - $231.95 $549K - $633K	2.74K $585K
FISV	3.51K + 542.57%	N/A	4.15K $519K
COWZ	17.4K + 4.06%	$56.06 - $61.35 $974K - $1.07M	445K $25.1M

New Holdings

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEF	9.02K New	$61.95 - $81.75 $559K - $737K	9.02K $706K
JAVA	1.82K New	$63.01 - $68.55 $115K - $125K	1.82K $115K
LW	1.72K New	$62.09 - $82.32 $107K - $141K	1.72K $114K
CSWC	1K New	$20.85 - $25.85 $20.9K - $25.9K	1K $21K
AUR	2K New	$4.99 - $8.06 $9.98K - $16.1K	2K $12K
SGH	500 New	$15.03 - $20.85 $7.52K - $10.4K	500 $8K

Top Sells

Reduced Positions

352 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGGR	-148K - 56.33%	$34.49 - $39.24 $5.11M - $5.82M	115K $4.27M
CGDV	-124K - 59.45%	$35.16 - $37.12 $4.36M - $4.6M	84.5K $2.98M
GBIL	-28.6K - 10.01%	$99.85 - $100.22 $2.85M - $2.86M	257K $25.7M
SPLG	-39.8K - 50.55%	$66.77 - $71.52 $2.66M - $2.85M	38.9K $2.68M
IVV	-4.51K - 61.87%	$570.51 - $610.59 $2.57M - $2.75M	2.78K $1.64M
QQQ	-5.28K - 20.75%	$481.22 - $538.17 $2.54M - $2.84M	20.2K $10.3M

Activity Summary All Purchases 402 New Holdings 80 Increased Positions 322 All Sells 352 Reductions 352 Sold out 0 Calls 0 Puts 0

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