Wr Wealth Planners, LLC Purchases in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
5
+ 2.39%
$55.39 - $77.55 $277 - $388
214 $16K
GD
General Dynamics Corp

Industrials
10
+ 16.39%
$279.51 - $308.09 $2.8K - $3.08K
71 $21K
EBAY
Ebay Inc

Consumer Cyclical
13
+ 4.85%
$52.61 - $65.44 $684 - $851
281 $18K
SSNC
Ss&C Technologies Holdings Inc

Technology
22
+ 10.78%
$61.42 - $76.46 $1.35K - $1.68K
226 $16K
CFG
Citizens Financial Group Inc

Financial Services
76
+ 42.94%
$35.24 - $43.24 $2.68K - $3.29K
253 $10K
BOND
Pimco Active Bond Exchange Tra

ETFs
43
New
$90.01 - $95.32 $3.87K - $4.1K
43 $4K
CBRE
Cbre Group, Inc.

Real Estate
14
+ 63.64%
$85.97 - $124.48 $1.2K - $1.74K
36 $4K
MSCI
Msci Inc.

Financial Services
5
+ 100.0%
$479.31 - $584.91 $2.4K - $2.92K
10 $5K
ONDS
Ondas Holdings Inc.

Technology
2K
+ 25.0%
$0.55 - $1.13 $1.1K - $2.26K
10K $7K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
61
New
$48.51 - $52.86 $2.96K - $3.22K
61 $3K
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 4.5%
$59.54 - $72.17 $595 - $722
232 $16K
WEC
Wec Energy Group, Inc.

Utilities
10
+ 7.46%
$77.68 - $96.19 $777 - $962
144 $13K
ET
Energy Transfer LP

Energy
520
+ 1.64%
$15.43 - $16.44 $8.02K - $8.55K
32.1K $515K
TRGP
Targa Resources Corp.

Energy
13
+ 86.67%
$127.86 - $156.46 $1.66K - $2.03K
28 $4K
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
+ 13.64%
$156.14 - $187.2 $1.41K - $1.68K
75 $13K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
18
+ 23.08%
$159.84 - $178.33 $2.88K - $3.21K
96 $16K
EDIT
Editas Medicine, Inc.

Healthcare
1.5K
+ 89.55%
$3.39 - $5.96 $5.09K - $8.94K
3.18K $10K
BR
Broadridge Financial Solutions, Inc.

Technology
6
+ 8.11%
$196.56 - $218.55 $1.18K - $1.31K
80 $17K
ENVX
Enovix Corp

Industrials
400
New
$7.61 - $18.31 $3.04K - $7.32K
400 $3K
BRO
Brown & Brown, Inc.

Financial Services
10
+ 6.62%
$89.11 - $105.82 $891 - $1.06K
161 $16K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4
+ 2.47%
$98.71 - $117.61 $395 - $470
166 $19K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 32.08%
$73.58 - $89.21 $1.25K - $1.52K
70 $6K
RWO
Spdr Dow Jones Global Real Est

ETFs
3
+ 0.91%
$41.23 - $48.48 $124 - $145
334 $15K
QCOM
Qualcomm Inc

Technology
64
+ 20.25%
$156.12 - $209.64 $9.99K - $13.4K
380 $64K
WHR
Whirlpool Corp

Consumer Cyclical
9
+ 6.0%
$90.25 - $112.34 $812 - $1.01K
159 $17K
DGRO
Ishares Core Dividend Growth E

ETFs
21
+ 21.21%
$57.47 - $62.76 $1.21K - $1.32K
120 $7K
PEAK
Healthpeak Properties, Inc.

Real Estate
119
New
N/A
119 $2K
CACI
Caci International Inc

Technology
5
+ 15.63%
$427.76 - $427.76 $2.14K - $2.14K
37 $15K
XEL
Xcel Energy Inc

Utilities
18
+ 30.51%
$52.11 - $65.3 $938 - $1.18K
77 $5K
DECK
Deckers Outdoor Corp

Consumer Cyclical
101
+ 594.12%
$150.73 - $974.56 $15.2K - $98.4K
118 $18K
NTRS
Northern Trust Corp

Financial Services
28
New
$82.48 - $92.62 $2.31K - $2.59K
28 $2K
MHK
Mohawk Industries Inc

Consumer Cyclical
2
+ 5.71%
$108.83 - $162.7 $218 - $325
37 $5K
CME
Cme Group Inc.

Financial Services
4
+ 21.05%
$193.43 - $220.62 $774 - $882
23 $5K
WDAY
Workday, Inc.

Technology
3
+ 3.03%
$207.75 - $264.68 $623 - $794
102 $24K
AWK
American Water Works Company, Inc.

Utilities
7
+ 12.5%
$127.76 - $149.9 $894 - $1.05K
63 $9K
SNA
Snap On Inc

Industrials
7
+ 70.0%
$255.35 - $289.77 $1.79K - $2.03K
17 $4K
PDI
Pimco Dynamic Income Fund

Financial Services
27
+ 3.45%
$18.7 - $20.25 $505 - $547
809 $16K
A
Agilent Technologies, Inc.

Healthcare
7
+ 33.33%
$125.42 - $148.48 $878 - $1.04K
28 $4K
CSGP
Costar Group, Inc.

Real Estate
22
+ 84.62%
$71.59 - $79.61 $1.57K - $1.75K
48 $3K
IWP
Ishares Russell Mid Cap Growth

ETFs
18
New
$103.87 - $117.59 $1.87K - $2.12K
18 $2K
SQ
Block, Inc.

Technology
26
+ 57.78%
$57.21 - $72.07 $1.49K - $1.87K
71 $4K
CCI
Crown Castle International Corp

Real Estate
10
+ 13.7%
$95.29 - $120.24 $953 - $1.2K
83 $9K
ED
Consolidated Edison Inc

Utilities
14
+ 38.89%
$88.42 - $104.97 $1.24K - $1.47K
50 $5K
IT
Gartner Inc

Technology
2
+ 100.0%
$441.32 - $516.47 $883 - $1.03K
4 $2K
KHC
Kraft Heinz CO

Consumer Defensive
9
+ 18.37%
$31.86 - $36.13 $287 - $325
58 $2K
ABR
Arbor Realty Trust Inc

Real Estate
8
+ 3.09%
$12.89 - $15.66 $103 - $125
267 $4K
LUV
Southwest Airlines CO

Industrials
1
+ 0.1%
$23.7 - $29.93 $23.7 - $29.9
1.02K $30K
XYL
Xylem Inc.

Industrials
9
+ 56.25%
$126.14 - $141.53 $1.14K - $1.27K
25 $3K
EQR
Equity Residential

Real Estate
15
+ 48.39%
$67.19 - $78.09 $1.01K - $1.17K
46 $3K
Activity Summary
Buys All Purchases 455 New Holdings 83 Increased Positions 372 Sells All Sells 249 Reductions 245 Sold out 4 Options Calls 1 Puts 0
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