Wr Wealth Planners, LLC Closed Holding Positions

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ILMN
Illumina, Inc.

Healthcare
Q3 2023 Filed on Aug 01, 2024
100
$128.91 - $192.44 $12.9K - $19.2K
IDEX
Ideanomics, Inc.

Industrials
Q3 2023 Filed on Aug 01, 2024
5
$0.04 - $4.33 $0.2 - $21.7
AGM
Federal Agricultural Mortgage Corp

Financial Services
Q3 2023 Filed on Aug 01, 2024
28
$138.51 - $179.41 $3.88K - $5.02K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q3 2023 Filed on Aug 01, 2024
175
$18.73 - $19.58 $3.28K - $3.43K
MSM
Msc Industrial Direct CO Inc

Industrials
Q3 2023 Filed on Aug 01, 2024
21
$94.41 - $102.88 $1.98K - $2.16K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q3 2023 Filed on Aug 01, 2024
214
$11.33 - $11.96 $2.42K - $2.56K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2023 Filed on Aug 01, 2024
21
$158.42 - $195.04 $3.33K - $4.1K
USFR
Wisdomtree Floating Rate Treas

ETFs
Q3 2023 Filed on Aug 01, 2024
20
$50.28 - $50.51 $1.01K - $1.01K
Ibio Inc Com
Q3 2023 Filed on Aug 01, 2024
8
N/A
LMND
Lemonade, Inc.

Financial Services
Q3 2023 Filed on Aug 01, 2024
100
$11.38 - $24.08 $1.14K - $2.41K
PKX
Posco Holdings Inc.

Basic Materials
Q3 2023 Filed on Aug 01, 2024
42
$74.61 - $131.86 $3.13K - $5.54K
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2023 Filed on Aug 01, 2024
41
$35.43 - $43.03 $1.45K - $1.76K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q3 2023 Filed on Aug 01, 2024
121
$47.89 - $48.35 $5.79K - $5.85K
VMW
Vmware, Inc.

Technology
Q3 2023 Filed on Aug 01, 2024
950
$141.4 - $168.78 $134K - $160K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2023 Filed on Aug 01, 2024
139
$32.07 - $34.74 $4.46K - $4.83K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
Q3 2023 Filed on Aug 01, 2024
140
$15.87 - $22.39 $2.22K - $3.13K
MNTS
Momentus Inc.

Industrials
Q3 2023 Filed on Aug 01, 2024
4,000
$0.23 - $10.19 $920 - $40.8K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2023 Filed on Aug 01, 2024
166
$24.28 - $25.47 $4.03K - $4.23K
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