Wr Wealth Planners, LLC Asset Management

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.09B
$309,000 0.09% of portfolio
7,140
Q3 2024 Added 10.02%
$0
$245,000 0.07% of portfolio
23,447
Q1 2022 Reduced 61.83%
$0
$209,000 0.06% of portfolio
8,553
Q1 2022 Reduced 94.06%
$0
$128,000 0.04% of portfolio
6,309
Q3 2024 Reduced 11.38%
$131B
$105,000 0.03% of portfolio
805
Q3 2024 Added 5.23%
$126B
$91,000 0.03% of portfolio
599
Q3 2024 Added 36.45%
$0
$87,000 0.03% of portfolio
4,000
Q3 2024 Reduced 23.08%
$58.9B
$55,000 0.02% of portfolio
118
Q3 2024 Added 202.56%
$97.2B
$45,000 0.01% of portfolio
363
Q3 2024 Added 177.1%
$21.3B
$37,000 0.01% of portfolio
432
Q2 2022 Added 1.01%
$20.8B
$29,000 0.01% of portfolio
1,025
Q3 2024 Added 213.46%
$18.9B
$24,000 0.01% of portfolio
562
Q3 2024 Added 222.99%
$0
$24,000 0.01% of portfolio
2,000
Q1 2024 New
$0
$22,000 0.01% of portfolio
2,600
Q2 2022 Reduced 90.38%
$2.63B
$18,000 0.01% of portfolio
1,200
Q2 2024 New
$62.3B
$16,000 0.0% of portfolio
232
Q3 2024 Added 4.5%
$3.9B
$16,000 0.0% of portfolio
336
Q2 2024 Added 860.0%
$0
$15,000 0.0% of portfolio
2,200
Q1 2024 New
$0
$10,000 0.0% of portfolio
500
Q2 2022 Added 1.82%
$3.66B
$7,000 0.0% of portfolio
203
Q1 2024 New
$2.5B
$4,000 0.0% of portfolio
243
Q3 2024 Added 2.1%
$0
$3,000 0.0% of portfolio
291
Q1 2024 New
$34.8B
$2,000 0.0% of portfolio
25
Q3 2024 Reduced 41.86%
$21.9B
$2,000 0.0% of portfolio
28
Q3 2024 New
$0
$2,000 0.0% of portfolio
230
Q2 2024 Added 98.28%
$0
$1,000 0.0% of portfolio
270
Q2 2022 Added 11.11%
$26.5B
$1,000 0.0% of portfolio
18
Q3 2024 Added 12.5%
$7.33B
$0 0.0% of portfolio
10
Q1 2024 New
$0
$0 0.0% of portfolio
21
Q1 2024 New
$4.75B
$0 0.0% of portfolio
7
Q1 2024 New
$0
$0 0.0% of portfolio
17
Q1 2024 New
$29.3B
$0 0.0% of portfolio
3
Q3 2024 Added 50.0%
$10.5B
$0 0.0% of portfolio
34
Q3 2024 New
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