Wr Wealth Planners, LLC Ishares Tr Fallen Angels Usd B Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,051 shares of FALN stock, worth $28,398. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,051
Previous 1,052 0.1%
Holding current value
$28,398
Previous $27,000 3.7%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$26.01 - $27.41 $26 - $27
-1 Reduced 0.1%
1,051 $28,000
Q2 2024

Jul 31, 2024
SELL
$26.01 - $26.68 $3,693 - $3,788
-142 Reduced 11.89%
1,052 $27,000
Q1 2024

Jul 31, 2024
BUY
$26.17 - $26.88 $31,246 - $32,094
1,194 New
1,194 $32,000
Q3 2023

Aug 01, 2024
SELL
$24.78 - $25.54 $52,508 - $54,119
-2,119 Reduced 23.79%
6,787 $168 Million
Q2 2023

Aug 01, 2024
BUY
$24.64 - $25.37 $193,522 - $199,255
7,854 Added 746.58%
8,906 $226 Million
Q1 2023

Aug 01, 2024
BUY
$24.53 - $25.76 $220,475 - $231,530
8,988 Added 854.37%
10,040 $254 Million
Q4 2022

Oct 10, 2024
SELL
$23.7 - $25.22 $100,867 - $107,336
-4,256 Reduced 28.71%
10,569 $260 Million
Q3 2022

Oct 10, 2024
BUY
$23.9 - $26.1 $329,174 - $359,475
13,773 Added 1309.22%
14,825 $354 Million
Q2 2022

Oct 17, 2024
SELL
$24.32 - $27.85 $27,578 - $31,581
-1,134 Reduced 6.65%
15,930 $392 Million
Q1 2022

Oct 17, 2024
BUY
$27.07 - $29.9 $433,471 - $478,788
16,013 Added 1523.6%
17,064 $474 Million

Others Institutions Holding FALN

# of Institutions
290
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FALLEN ANGELS USD B

FALN Quotes by TradingView
  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
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