Wr Wealth Planners, LLC Reduced Holdings in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WTW
Willis Towers Watson PLC

Financial Services
-13
- 65.0%
$257.34 - $294.53 $3.35K - $3.83K
7 $2K
PAAS
Pan American Silver Corp

Basic Materials
-300
- 8.33%
$18.58 - $24.18 $5.57K - $7.25K
3.3K $68K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-245
- 38.16%
$13.0 - $15.08 $3.19K - $3.69K
397 $5K
MOS
Mosaic CO

Basic Materials
-119
- 75.32%
$24.54 - $30.61 $2.92K - $3.64K
39 $1K
E
Eni Spa

Energy
-57
- 42.54%
$30.16 - $32.88 $1.72K - $1.87K
77 $2K
CAE
Cae Inc

Industrials
-84
- 38.71%
$16.29 - $19.28 $1.37K - $1.62K
133 $2K
GPS
Gap Inc

Consumer Cyclical
-15
- 2.84%
$19.42 - $24.62 $291 - $369
514 $10K
COIN
Coinbase Global, Inc.

Technology
-1
- 2.56%
$147.09 - $265.15 $147 - $265
38 $6K
VTRS
Viatris Inc

Healthcare
-150
- 69.44%
$10.32 - $12.13 $1.55K - $1.82K
66 $0
ABEV
Ambev S.A.

Consumer Defensive
-833
- 40.46%
$2.04 - $2.44 $1.7K - $2.03K
1.23K $2K
MS
Morgan Stanley

Financial Services
-53
- 9.8%
$92.07 - $106.96 $4.88K - $5.67K
488 $50K
MOH
Molina Healthcare, Inc.

Healthcare
-16
- 26.67%
$283.98 - $360.73 $4.54K - $5.77K
44 $15K
SNN
Smith & Nephew PLC

Healthcare
-99
- 49.01%
$24.51 - $31.64 $2.43K - $3.13K
103 $3K
ERJ
Embraer S.A.

Industrials
-106
- 48.62%
$25.9 - $36.95 $2.75K - $3.92K
112 $3K
DXCM
Dexcom Inc

Healthcare
-12
- 54.55%
$64.0 - $116.06 $768 - $1.39K
10 $0
AKTS
Akoustis Technologies, Inc.

Technology
-2.5K
- 7.23%
$0.05 - $0.14 $125 - $350
32.1K $2K
NVS
Novartis Ag

Healthcare
-16
- 23.88%
$106.13 - $120.89 $1.7K - $1.93K
51 $5K
CGXU
Capital Group Intl Focus Equit

ETFs
-293
- 6.5%
$24.27 - $27.46 $7.11K - $8.05K
4.22K $113K
UBS
Ubs Group Ag

Financial Services
-78
- 26.09%
$27.97 - $31.42 $2.18K - $2.45K
221 $6K
TTWO
Take Two Interactive Software Inc

Communication Services
-6
- 40.0%
$135.67 - $161.71 $814 - $970
9 $1K
VMC
Vulcan Materials CO

Basic Materials
-2
- 15.38%
$231.83 - $274.51 $464 - $549
11 $2K
CX
Cemex Sab De Cv

Basic Materials
-214
- 38.98%
$5.6 - $6.88 $1.2K - $1.47K
335 $2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-6
- 5.66%
$104.47 - $116.17 $627 - $697
100 $10K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-108
- 38.99%
$9.27 - $11.62 $1K - $1.25K
169 $1K
HMC
Honda Motor CO LTD

Consumer Cyclical
-34
- 33.33%
$29.02 - $33.61 $987 - $1.14K
68 $2K
PHG
Koninklijke Philips Nv

Healthcare
-118
- 30.65%
$25.08 - $32.73 $2.96K - $3.86K
267 $8K
TTE
Total Energies Se

Energy
-28
- 12.02%
$68.61 - $68.61 $1.92K - $1.92K
205 $14K
SHG
Shinhan Financial Group CO LTD

Financial Services
-35
- 37.23%
$34.61 - $34.61 $1.21K - $1.21K
59 $2K
IWR
Ishares Russell Mid Cap ETF

ETFs
-22
- 22.68%
$79.92 - $88.19 $1.76K - $1.94K
75 $6K
MRO
Marathon Oil Corp

Energy
-40
- 32.26%
$25.87 - $29.26 $1.03K - $1.17K
84 $2K
TREX
Trex CO Inc

Industrials
-9
- 16.36%
$59.17 - $85.82 $533 - $772
46 $3K
NKE
Nike, Inc.

Consumer Cyclical
-193
- 15.67%
$71.09 - $89.44 $13.7K - $17.3K
1.04K $91K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-28
- 10.85%
$51.58 - $53.79 $1.44K - $1.51K
230 $12K
DOW
Dow Inc.

Basic Materials
-86
- 3.92%
$50.15 - $55.41 $4.31K - $4.77K
2.11K $115K
STT
State Street Corp

Financial Services
-18
- 41.86%
$73.37 - $89.31 $1.32K - $1.61K
25 $2K
RS
Reliance Steel & Aluminum CO

Basic Materials
-4
- 9.52%
$271.23 - $308.75 $1.08K - $1.24K
38 $10K
PPG
Ppg Industries Inc

Basic Materials
-8
- 33.33%
$118.32 - $134.55 $947 - $1.08K
16 $2K
OTEX
Open Text Corp

Technology
-39
- 39.0%
$28.49 - $33.63 $1.11K - $1.31K
61 $2K
HYG
Ishares Tr

ETFs
-25
- 8.36%
$76.72 - $80.36 $1.92K - $2.01K
274 $22K
MRNA
Moderna, Inc.

Healthcare
-9
- 56.25%
$63.64 - $125.14 $573 - $1.13K
7 $0
ENIC
Enel Chile S.A.

Utilities
-323
- 43.65%
$2.54 - $2.95 $820 - $953
417 $1K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-54
- 16.36%
N/A
276 $3K
CPNG
Coupang, Inc.

Consumer Cyclical
-36
- 37.11%
$19.79 - $24.92 $712 - $897
61 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-1
- 9.09%
$233.02 - $278.99 $233 - $279
10 $2K
GRFS
Grifols Sa

Healthcare
-163
- 29.64%
$6.28 - $9.38 $1.02K - $1.53K
387 $3K
SHOP
Shopify Inc.

Technology
-15
- 10.79%
$52.26 - $80.75 $784 - $1.21K
124 $9K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-4
- 3.25%
$19.62 - $23.55 $78.5 - $94.2
119 $2K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1
- 0.3%
$24.59 - $27.83 $24.6 - $27.8
327 $8K
Mobile Telesystems Pub Jt Stk Sponsored Adr
-252
- 60.58%
N/A
164 $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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