Wr Wealth Planners, LLC New Holdings in Q3 2024

Wr Wealth Planners, LLC

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

Financial Services
2
New
$59.48 - $74.31 $119 - $149
2 $0
Ftai Aviation LTD Shs
150
New
N/A
150 $0
VOD
Vodafone Group Public LTD CO

Communication Services
0
New
$8.8 - $10.35 $0 - $0
0 $0
Jpmorgan Global Select Equity ETF Global Select Equity ETF
38
New
N/A
38 $0
LPX
Louisiana Pacific Corp

Industrials
5
New
$80.06 - $107.45 $400 - $537
5 $0
VSTO
Vista Outdoor Inc.

Consumer Cyclical
17
New
$36.41 - $40.8 $619 - $694
17 $0
Tko Group Holdings Inc Cl A
221
New
N/A
221 $0
CARA
Cara Therapeutics, Inc.

Healthcare
746
New
$0.26 - $0.38 $194 - $283
746 $0
Ferguson Enterprises Inc Common Stock New
16
New
N/A
16 $0
Proshares S&P 500 High Income ETF
62
New
N/A
62 $0
Phinia Inc Common Stock
7
New
N/A
7 $0
JMBS
Janus Detroit Str Tr Henderson

ETFs
10
New
$44.13 - $47.01 $441 - $470
10 $0
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
10
New
$56.88 - $63.65 $569 - $637
10 $0
BAX
Baxter International Inc

Healthcare
26
New
$32.85 - $40.26 $854 - $1.05K
26 $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8
New
$43.42 - $48.95 $347 - $392
8 $0
Sofi Select 500 ETF
1.32K
New
N/A
1.32K $0
LUMN
Lumen Technologies, Inc.

Communication Services
0
New
$1.03 - $7.28 $0 - $0
0 $0
HTRB
Hartford Fds Total Return Bd E

ETFs
8
New
$33.29 - $35.33 $266 - $283
8 $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
8
New
$37.19 - $44.15 $298 - $353
8 $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
23
New
$29.58 - $30.31 $680 - $697
23 $0
Zymeworks Inc Com
28
New
N/A
28 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3
New
$178.94 - $207.0 $537 - $621
3 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
53
New
N/A
53 $0
PRMW
Primo Water Corp

Consumer Defensive
14
New
$20.4 - $25.47 $286 - $357
14 $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19
New
$28.11 - $29.42 $534 - $559
19 $0
SLVM
Sylvamo Corp

Basic Materials
4
New
$65.73 - $87.18 $263 - $349
4 $0
GL
Globe Life Inc.

Financial Services
5
New
$80.92 - $109.6 $405 - $548
5 $0
JPHY
Jp Morgan High Yield Research

ETFs
48
New
N/A
48 $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
7
New
$42.87 - $45.76 $300 - $320
7 $0
Te Connectivity LTD Shs
5.13K
New
N/A
5.13K $0
CRUS
Cirrus Logic, Inc.

Technology
5
New
$112.86 - $145.69 $564 - $728
5 $0
BATT
Amplify Lithium & Battery Tech

ETFs
19
New
$7.89 - $9.65 $150 - $183
19 $0
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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