A detailed history of Wr Wealth Planners, LLC transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,539 shares of QQQE stock, worth $238,869. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,539
Previous 1,882 34.91%
Holding current value
$238,869
Previous $167,000 37.13%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 17, 2024

BUY
$82.41 - $92.06 $54,143 - $60,483
657 Added 34.91%
2,539 $229,000
Q2 2024

Jul 31, 2024

BUY
$82.8 - $89.44 $33,451 - $36,133
404 Added 27.33%
1,882 $167,000
Q1 2024

Jul 31, 2024

BUY
$82.13 - $89.46 $121,388 - $132,221
1,478 New
1,478 $131,000
Q3 2023

Aug 01, 2024

SELL
$73.68 - $80.76 $4,199 - $4,603
-57 Closed
0 $0
Q2 2023

Aug 01, 2024

SELL
$69.17 - $77.41 $126,235 - $141,273
-1,825 Reduced 96.97%
57 $4.38 Million

Others Institutions Holding QQQE

About DIREXION NASDAQ-100 EQUAL WEIG


  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
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.