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
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
4
New
$233.81 - $287.01 $935 - $1.15K
4 $1K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 1.52%
$87.56 - $95.49 $87.6 - $95.5
67 $6K
CASS
Cass Information Systems Inc

Industrials
1
+ 0.46%
$38.24 - $46.2 $38.2 - $46.2
219 $9K
HPE
Hewlett Packard Enterprise CO

Technology
40
+ 14.39%
$16.1 - $21.44 $644 - $858
318 $6K
NTAP
Net App, Inc.

Technology
8
+ 11.94%
$114.18 - $134.62 $913 - $1.08K
75 $9K
CNK
Cinemark Holdings, Inc.

Communication Services
36
+ 240.0%
$20.78 - $28.78 $748 - $1.04K
51 $1K
UPRO
Proshares Trust Proshares Ultr

ETFs
1
+ 1.1%
$64.53 - $86.19 $64.5 - $86.2
92 $7K
ON
On Semiconductor Corp

Technology
6
+ 24.0%
$66.39 - $78.74 $398 - $472
31 $2K
FTV
Fortive Corp

Technology
10
+ 23.81%
$67.01 - $79.2 $670 - $792
52 $4K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
New
$386.81 - $423.12 $1.55K - $1.69K
4 $1K
VTR
Ventas, Inc.

Real Estate
16
New
$50.88 - $65.33 $814 - $1.05K
16 $1K
HPQ
Hp Inc

Technology
6
+ 0.71%
$32.02 - $38.11 $192 - $229
855 $30K
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.52%
$37.32 - $51.8 $74.6 - $104
385 $19K
NDSN
Nordson Corp

Industrials
5
New
$225.0 - $262.63 $1.13K - $1.31K
5 $1K
TTD
Trade Desk, Inc.

Technology
4
+ 14.81%
$83.08 - $110.79 $332 - $443
31 $3K
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 25.0%
$260.31 - $285.99 $1.04K - $1.14K
20 $5K
GDDY
Go Daddy Inc.

Technology
7
+ 70.0%
$141.41 - $167.41 $990 - $1.17K
17 $2K
AKAM
Akamai Technologies Inc

Technology
4
+ 36.36%
N/A
15 $1K
VEEV
Veeva Systems Inc

Healthcare
2
+ 5.13%
$180.43 - $223.9 $361 - $448
41 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
9
+ 37.5%
$113.01 - $154.34 $1.02K - $1.39K
33 $4K
XSMO
Invesco S&P Smallcap Momentum

ETFs
21
New
$59.5 - $67.14 $1.25K - $1.41K
21 $1K
WPC
W. P. Carey Inc.

Real Estate
1
+ 1.15%
$54.63 - $63.96 $54.6 - $64
88 $5K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 4.55%
$200.87 - $224.6 $201 - $225
23 $5K
IFF
International Flavors & Fragrances Inc

Basic Materials
13
+ 216.67%
$93.14 - $105.12 $1.21K - $1.37K
19 $1K
INGR
Ingredion Inc

Consumer Defensive
3
+ 13.04%
$111.98 - $137.59 $336 - $413
26 $3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
+ 12.5%
$150.01 - $182.29 $300 - $365
18 $3K
DT
Dynatrace, Inc.

Technology
24
New
$40.49 - $53.47 $972 - $1.28K
24 $1K
GRMN
Garmin LTD

Technology
5
+ 45.45%
$161.1 - $183.29 $806 - $916
16 $2K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
23
New
$60.25 - $66.85 $1.39K - $1.54K
23 $1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.2%
$71.45 - $75.64 $71.5 - $75.6
84 $6K
FSLR
First Solar, Inc.

Technology
4
+ 28.57%
$205.36 - $255.78 $821 - $1.02K
18 $4K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.88%
$51.0 - $57.07 $51 - $57.1
114 $6K
PFFA
Etfis Ser Tr I

ETFs
3
+ 3.23%
$20.94 - $22.98 $62.8 - $68.9
96 $2K
ACGL
Arch Capital Group Ltd.

Financial Services
7
+ 17.5%
$94.47 - $114.25 $661 - $800
47 $5K
Rb Global Inc Com
26
+ 15.2%
N/A
197 $0
PRMW
Primo Water Corp

Consumer Defensive
14
New
$20.4 - $25.47 $286 - $357
14 $0
CGSD
Capital Grp Core Plus Income E
148
+ 2.76%
N/A
5.52K $0
EPR
Epr Properties

Real Estate
2
+ 3.39%
$41.26 - $49.58 $82.5 - $99.2
61 $2K
FSLY
Fastly, Inc.

Technology
6
+ 1.81%
$5.63 - $8.21 $33.8 - $49.3
338 $2K
CGMU
Capital Group Core Plus Income
193
+ 2.64%
N/A
7.51K $0
AMZA
Etfis Ser Tr I

ETFs
2
+ 2.3%
$38.51 - $42.7 $77 - $85.4
89 $3K
CGMS
Capital Grp Core Plus Income E
718
+ 2.88%
N/A
25.7K $0
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 1.41%
$194.66 - $225.97 $195 - $226
72 $15K
ARES
Ares Management Corp

Financial Services
1
+ 50.0%
$133.73 - $158.05 $134 - $158
3 $0
CARA
Cara Therapeutics, Inc.

Healthcare
746
New
$0.26 - $0.38 $194 - $283
746 $0
CLW
Clearwater Paper Corp

Basic Materials
6
+ 100.0%
$28.0 - $56.09 $168 - $337
12 $0
CRUS
Cirrus Logic, Inc.

Technology
5
New
$112.86 - $145.69 $564 - $728
5 $0
Ge Healthcare Technologies Inc Common Stock
351
+ 3.57%
N/A
10.2K $0
AZN
Astrazeneca PLC

Healthcare
1
+ 0.03%
$76.67 - $87.62 $76.7 - $87.6
3.18K $248K
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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