Wr Wealth Planners, LLC Incresed Positions in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
1
+ 2.0%
$40.93 - $41.85 $40.9 - $41.9
51 $2K
CGSD
Capital Grp Core Plus Income E
148
+ 2.76%
N/A
5.52K $0
HTGC
Hercules Capital, Inc.

Financial Services
5
+ 2.1%
$17.71 - $21.67 $88.6 - $108
243 $4K
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
+ 3.28%
$40.45 - $47.24 $80.9 - $94.5
63 $2K
FSLY
Fastly, Inc.

Technology
6
+ 1.81%
$5.63 - $8.21 $33.8 - $49.3
338 $2K
Cava Group Inc Com
1
+ 3.33%
N/A
31 $0
Running Oak Efficient Growth ETF
735
+ 7.72%
N/A
10.3K $0
TROW
Price T Rowe Group Inc

Financial Services
2
+ 12.5%
$101.71 - $120.75 $203 - $242
18 $1K
CRC
California Resources Corp

Energy
1
+ 1.1%
$43.29 - $54.04 $43.3 - $54
92 $4K
Atlassian Corporation Cl A
50
+ 23.47%
N/A
263 $0
IGLB
Ishares 10+ Year Investment Gr

ETFs
4
+ 12.5%
$49.38 - $54.19 $198 - $217
36 $1K
WRB
Berkley W R Corp

Financial Services
3
+ 50.0%
$51.54 - $79.62 $155 - $239
9 $0
ORCC
Owl Rock Capital Corp

Financial Services
4
+ 2.15%
N/A
190 $2K
CLW
Clearwater Paper Corp

Basic Materials
6
+ 100.0%
$28.0 - $56.09 $168 - $337
12 $0
Kenvue Inc Com
17
+ 16.19%
N/A
122 $0
CRH.L
Crh PLC

Basic Materials
12
+ 41.38%
N/A
41 $0
Blackrock Flexible Income ETF
1.95K
+ 168.25%
N/A
3.1K $0
Rb Global Inc Com
26
+ 15.2%
N/A
197 $0
ARES
Ares Management Corp

Financial Services
1
+ 50.0%
$133.73 - $158.05 $134 - $158
3 $0
AZN
Astrazeneca PLC

Healthcare
1
+ 0.03%
$76.67 - $87.62 $76.7 - $87.6
3.18K $248K
Ge Vernova Inc Com
59
+ 159.46%
N/A
96 $0
SWX
Southwest Gas Holdings, Inc.

Utilities
2
+ 5.88%
$68.16 - $75.87 $136 - $152
36 $2K
SKYW
Skywest Inc

Industrials
6
+ 42.86%
$68.08 - $87.62 $408 - $526
20 $1K
PTEN
Patterson Uti Energy Inc

Energy
1
+ 1.61%
$7.5 - $11.0 $7.5 - $11
63 $0
AMWD
American Woodmark Corp

Consumer Cyclical
3
+ 100.0%
$77.25 - $102.5 $232 - $308
6 $0
ENV
Envestnet, Inc.

Technology
3
+ 7.5%
$61.13 - $63.25 $183 - $190
43 $2K
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 1.23%
$79.29 - $84.02 $79.3 - $84
82 $6K
BROS
Dutch Bros Inc.

Consumer Cyclical
9
+ 150.0%
$29.1 - $42.81 $262 - $385
15 $0
FISV
Fiserv Inc

Technology
3
+ 0.47%
N/A
646 $80K
RIET
ETF Ser Solutions Hoya Capital

ETFs
1
+ 2.63%
$9.95 - $11.32 $9.95 - $11.3
39 $0
CODI
Compass Diversified Holdings

Industrials
9
+ 1.08%
$20.23 - $24.06 $182 - $217
842 $18K
Bunge Global Sa Com Shs
8
+ 25.0%
N/A
40 $0
FHN
First Horizon Corp

Financial Services
32
+ 0.94%
$14.63 - $17.45 $468 - $558
3.45K $53K
Solventum Corp Com Shs
9
+ 0.77%
N/A
1.17K $0
CGMS
Capital Grp Core Plus Income E
718
+ 2.88%
N/A
25.7K $0
Veralto Corp Com Shs
289
+ 2.81%
N/A
10.6K $0
NRZ
New Residential Investment Corp.

Real Estate
7
+ 2.33%
N/A
307 $2K
HES
Hess Corp

Energy
4
+ 6.15%
$126.3 - $155.44 $505 - $622
69 $9K
EPR
Epr Properties

Real Estate
2
+ 3.39%
$41.26 - $49.58 $82.5 - $99.2
61 $2K
Fidelity Enhanced Large Cap Growth ETF
128
+ 328.21%
N/A
167 $0
Capital Group Short Duration Municipal Income ETF
284
+ 11.97%
N/A
2.66K $0
MCHP
Microchip Technology Inc

Technology
16
+ 14.16%
$72.0 - $95.98 $1.15K - $1.54K
129 $10K
KNTK
Kinetik Holdings Inc.

Energy
1
+ 1.89%
$38.59 - $47.43 $38.6 - $47.4
54 $2K
STWD
Starwood Property Trust, Inc.

Real Estate
2
+ 1.8%
$18.75 - $21.11 $37.5 - $42.2
113 $2K
AVGE
American Centy ETF Tr Avantis
1.98K
+ 8.34%
N/A
25.7K $0
Ubs Ag Etracs Crude Oil Shares Covered Call Etns Due April 24, 2037
17
+ 141.67%
N/A
29 $0
Ishares Bitcoin Trust ETF
801
+ 197.78%
N/A
1.21K $0
CGMU
Capital Group Core Plus Income
193
+ 2.64%
N/A
7.51K $0
PAGP
Plains Gp Holdings LP

Energy
1
+ 0.16%
$17.93 - $19.98 $17.9 - $20
608 $11K
Activity Summary
Buys All Purchases 455 New Holdings 83 Increased Positions 372 Sells All Sells 249 Reductions 245 Sold out 4 Options Calls 1 Puts 0
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