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
$1.1B
$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%
$130B
$105,000 0.03% of portfolio
805
Q3 2024 Added 5.23%
$125B
$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%
$58.4B
$55,000 0.02% of portfolio
118
Q3 2024 Added 202.56%
$95.9B
$45,000 0.01% of portfolio
363
Q3 2024 Added 177.1%
$21.4B
$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%
$2.62B
$18,000 0.01% of portfolio
1,200
Q2 2024 New
$62.8B
$16,000 0.0% of portfolio
232
Q3 2024 Added 4.5%
$3.89B
$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%
$3.7B
$7,000 0.0% of portfolio
203
Q1 2024 New
$2.51B
$4,000 0.0% of portfolio
243
Q3 2024 Added 2.1%
$0
$3,000 0.0% of portfolio
291
Q1 2024 New
$34.9B
$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%
$27.1B
$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
$28.9B
$0 0.0% of portfolio
3
Q3 2024 Added 50.0%
$10.6B
$0 0.0% of portfolio
34
Q3 2024 New
Filter Shares Options
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