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
PTEN
Patterson Uti Energy Inc

Energy
1
+ 1.61%
$7.5 - $11.0 $7.5 - $11
63 $0
Solventum Corp Com Shs
9
+ 0.77%
N/A
1.17K $0
SKYW
Skywest Inc

Industrials
6
+ 42.86%
$68.08 - $87.62 $408 - $526
20 $1K
Veralto Corp Com Shs
289
+ 2.81%
N/A
10.6K $0
Grayscale Bitcoin Mini Trust (Btc)
1.09K
New
N/A
1.09K $0
SRLN
Ssga Active Trust

ETFs
1
+ 2.0%
$40.93 - $41.85 $40.9 - $41.9
51 $2K
BATT
Amplify Lithium & Battery Tech

ETFs
19
New
$7.89 - $9.65 $150 - $183
19 $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
23
New
$29.58 - $30.31 $680 - $697
23 $0
BAX
Baxter International Inc

Healthcare
26
New
$32.85 - $40.26 $854 - $1.05K
26 $0
JPHY
Jp Morgan High Yield Research

ETFs
48
New
N/A
48 $0
ENV
Envestnet, Inc.

Technology
3
+ 7.5%
$61.13 - $63.25 $183 - $190
43 $2K
Fidelity Enhanced Large Cap Growth ETF
128
+ 328.21%
N/A
167 $0
Bunge Global Sa Com Shs
8
+ 25.0%
N/A
40 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
53
New
N/A
53 $0
Ubs Ag Etracs Crude Oil Shares Covered Call Etns Due April 24, 2037
17
+ 141.67%
N/A
29 $0
GL
Globe Life Inc.

Financial Services
5
New
$80.92 - $109.6 $405 - $548
5 $0
Sofi Select 500 ETF
1.32K
New
N/A
1.32K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
8
New
$37.19 - $44.15 $298 - $353
8 $0
Rex Fang & Innovation Equity Premium Income ETF
49
New
N/A
49 $0
FHN
First Horizon Corp

Financial Services
32
+ 0.94%
$14.63 - $17.45 $468 - $558
3.45K $53K
GCI
Gannett Co., Inc.

Communication Services
63
New
$4.04 - $5.78 $255 - $364
63 $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
7
New
$42.87 - $45.76 $300 - $320
7 $0
Blackrock Flexible Income ETF
1.95K
+ 168.25%
N/A
3.1K $0
KNTK
Kinetik Holdings Inc.

Energy
1
+ 1.89%
$38.59 - $47.43 $38.6 - $47.4
54 $2K
AMWD
American Woodmark Corp

Consumer Cyclical
3
+ 100.0%
$77.25 - $102.5 $232 - $308
6 $0
JMBS
Janus Detroit Str Tr Henderson

ETFs
10
New
$44.13 - $47.01 $441 - $470
10 $0
SCSC
Scansource, Inc.

Technology
8
New
$41.83 - $52.3 $335 - $418
8 $0
Kenvue Inc Com
17
+ 16.19%
N/A
122 $0
Zymeworks Inc Com
28
New
N/A
28 $0
Proshares S&P 500 High Income ETF
62
New
N/A
62 $0
Te Connectivity LTD Shs
5.13K
New
N/A
5.13K $0
Capital Group Short Duration Municipal Income ETF
284
+ 11.97%
N/A
2.66K $0
XLE
Energy Sector Spdr

ETFs
3
+ 0.67%
$84.35 - $93.39 $253 - $280
448 $39K
CC
Chemours CO

Basic Materials
4
+ 1.42%
$16.79 - $24.99 $67.2 - $100
285 $5K
FANG
Diamondback Energy, Inc.

Energy
4
+ 11.11%
$168.46 - $210.94 $674 - $844
40 $6K
DIS
Walt Disney CO

Communication Services
23
+ 1.52%
$85.6 - $98.61 $1.97K - $2.27K
1.54K $148K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1
+ 6.67%
$109.03 - $210.9 $109 - $211
16 $1K
WM
Waste Management Inc

Industrials
131
+ 2.48%
$196.96 - $223.45 $25.8K - $29.3K
5.41K $1.12M
OXY
Occidental Petroleum Corp

Energy
644
+ 18.89%
$49.91 - $63.73 $32.1K - $41K
4.05K $208K
MCK
Mckesson Corp

Healthcare
8
+ 7.48%
$479.06 - $630.38 $3.83K - $5.04K
115 $56K
HON
Honeywell International Inc

Industrials
16
+ 0.69%
$196.73 - $220.21 $3.15K - $3.52K
2.34K $482K
CTAS
Cintas Corp

Industrials
421
+ 203.38%
$201.38 - $819.83 $84.8K - $345K
628 $129K
COP
Conocophillips

Energy
78
+ 2.83%
$102.3 - $116.61 $7.98K - $9.1K
2.84K $298K
INTU
Intuit Inc

Technology
50
+ 3.53%
$602.97 - $670.49 $30.1K - $33.5K
1.47K $910K
DG
Dollar General Corp

Consumer Defensive
583
+ 34.72%
$80.41 - $132.42 $46.9K - $77.2K
2.26K $191K
MU
Micron Technology Inc

Technology
117
+ 7.31%
$86.27 - $136.82 $10.1K - $16K
1.72K $178K
ICLR
Icon PLC

Healthcare
100
+ 4.24%
$280.48 - $346.2 $28K - $34.6K
2.46K $706K
BA
Boeing CO

Industrials
35
+ 2.78%
$152.04 - $190.6 $5.32K - $6.67K
1.3K $196K
GOOG
Alphabet Inc.

Communication Services
33
+ 1.0%
$149.54 - $192.66 $4.93K - $6.36K
3.32K $555K
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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