Wr Wealth Planners, LLC Strategy Shs Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Oct 17, 2024	SELL	$19.94 - $24.21 $492,657 - $598,156	-24,707 Closed	0 $0
Q1 2022 Oct 17, 2024	BUY	$22.88 - $26.0 $565,296 - $642,382	24,707 New	24,707 $596 Million

Others Institutions Holding HNDL

# of Institutions

122

Shares Held

4.16M

Call Options Held

22K

Put Options Held

1.4K

Lpl Financial LLC Fort Mill, SC

818K
Shares

$17.5 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

459K
Shares

$9.81 Million
5.85% of portfolio
Cambridge Investment Research Advisors, Inc.

370K
Shares

$7.9 Million
0.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

223K
Shares

$4.76 Million
0.42% of portfolio
International Assets Investment Management, LLC Orlando, FL

164K
Shares

$3.51 Million
0.02% of portfolio

About STRATEGY SHS

Ticker HNDL
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