Wr Wealth Planners, LLC Options Holdings

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
REFR
Research Frontiers Inc

Technology
CALL
$9,000
4.5K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,145
  • Current Value $347 Million
  • Prior Value $318 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 83 stocks
  • Additional Purchases 372 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 245 stocks
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email