Wr Wealth Planners, LLC New Holdings in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QGRO
American Centy ETF Tr Stoxx Us

ETFs
39.4K
New
$80.24 - $91.14 $3.16M - $3.59M
39.4K $3.59M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.9K
New
$50.52 - $50.95 $1.81M - $1.83M
35.9K $1.83M
ACM
Aecom

Industrials
6.08K
New
$82.37 - $103.25 $501K - $628K
6.08K $627K
ONON
On Holding Ag

Consumer Cyclical
10.7K
New
$36.63 - $51.57 $390K - $550K
10.7K $534K
HOLX
Hologic Inc

Healthcare
5.71K
New
$73.48 - $83.64 $419K - $477K
5.71K $464K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.51K
New
$43.99 - $46.63 $66.5K - $70.5K
1.51K $70K
SCHO
Schwab Short Term Us Treasury

ETFs
1.21K
New
$47.93 - $49.06 $58K - $59.4K
1.21K $59K
FNDX
Schwab Fundamental U S Large C

ETFs
830
New
$65.36 - $71.76 $54.2K - $59.6K
830 $59K
FTSL
First Trust Senior Ln Fund

ETFs
1.19K
New
$45.51 - $46.26 $54.1K - $55K
1.19K $54K
IYR
Ishares Tr

ETFs
421
New
$86.93 - $103.61 $36.6K - $43.6K
421 $42K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
642
New
$49.93 - $51.15 $32.1K - $32.8K
642 $32K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.09K
New
$25.45 - $29.53 $27.7K - $32.2K
1.09K $31K
HYLB
Xtrackers Usd High Yield Corp

ETFs
854
New
$35.26 - $36.92 $30.1K - $31.5K
854 $31K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
749
New
$36.98 - $41.55 $27.7K - $31.1K
749 $30K
BDC
Belden Inc.

Technology
200
New
$89.54 - $117.13 $17.9K - $23.4K
200 $23K
SAIA
Saia Inc

Industrials
39
New
$367.6 - $509.42 $14.3K - $19.9K
39 $17K
CW
Curtiss Wright Corp

Industrials
53
New
$265.18 - $332.22 $14.1K - $17.6K
53 $17K
FCN
Fti Consulting, Inc

Industrials
72
New
$213.61 - $230.59 $15.4K - $16.6K
72 $16K
SCHV
Schwab Strategic Tr Us Large C

ETFs
180
New
$73.43 - $80.37 $13.2K - $14.5K
180 $14K
SOFI
So Fi Technologies, Inc.

Financial Services
1.55K
New
$6.32 - $8.19 $9.82K - $12.7K
1.55K $12K
ASTS
Ast Space Mobile, Inc.

Communication Services
475
New
$10.72 - $38.6 $5.09K - $18.3K
475 $12K
DIT
Amcon Distributing CO

Consumer Defensive
50
New
$134.21 - $161.57 $6.71K - $8.08K
50 $7K
BBUS
J P Morgan Exchg Traded Fd

ETFs
56
New
$93.22 - $103.58 $5.22K - $5.8K
56 $5K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
115
New
$39.37 - $41.68 $4.53K - $4.79K
115 $4K
GTO
Invesco Actively Managed ETF T

ETFs
100
New
$46.22 - $48.77 $4.62K - $4.88K
100 $4K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
103
New
$44.65 - $47.21 $4.6K - $4.86K
103 $4K
BOND
Pimco Active Bond Exchange Tra

ETFs
43
New
$90.01 - $95.32 $3.87K - $4.1K
43 $4K
ENVX
Enovix Corp

Industrials
400
New
$7.61 - $18.31 $3.04K - $7.32K
400 $3K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
61
New
$48.51 - $52.86 $2.96K - $3.22K
61 $3K
PEAK
Healthpeak Properties, Inc.

Real Estate
119
New
N/A
119 $2K
NTRS
Northern Trust Corp

Financial Services
28
New
$82.48 - $92.62 $2.31K - $2.59K
28 $2K
IWP
Ishares Russell Mid Cap Growth

ETFs
18
New
$103.87 - $117.59 $1.87K - $2.12K
18 $2K
XSMO
Invesco S&P Smallcap Momentum

ETFs
21
New
$59.5 - $67.14 $1.25K - $1.41K
21 $1K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
4
New
$233.81 - $287.01 $935 - $1.15K
4 $1K
NDSN
Nordson Corp

Industrials
5
New
$225.0 - $262.63 $1.13K - $1.31K
5 $1K
DT
Dynatrace, Inc.

Technology
24
New
$40.49 - $53.47 $972 - $1.28K
24 $1K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
23
New
$60.25 - $66.85 $1.39K - $1.54K
23 $1K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
New
$386.81 - $423.12 $1.55K - $1.69K
4 $1K
VTR
Ventas, Inc.

Real Estate
16
New
$50.88 - $65.33 $814 - $1.05K
16 $1K
CBT
Cabot Corp

Basic Materials
3
New
$86.96 - $111.73 $261 - $335
3 $0
Grayscale Bitcoin Mini Trust (Btc)
1.09K
New
N/A
1.09K $0
Astera Labs Inc Com
100
New
N/A
100 $0
Amplify Alternative Harvest ETF
335
New
N/A
335 $0
SCSC
Scansource, Inc.

Technology
8
New
$41.83 - $52.3 $335 - $418
8 $0
GCI
Gannett Co., Inc.

Communication Services
63
New
$4.04 - $5.78 $255 - $364
63 $0
BEN
Franklin Resources Inc

Financial Services
34
New
$19.13 - $23.97 $650 - $815
34 $0
Fidelity Wise Origin Bitcoin Fund
593
New
N/A
593 $0
ICLN
Ishares

ETFs
22
New
$13.26 - $14.77 $292 - $325
22 $0
Blackrock Inc Com
28
New
N/A
28 $0
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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