Wr Wealth Planners, LLC Closed Positions in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-70
Closed
$182.15 - $182.15 $12.8K - $12.8K
0 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
-8
Closed
$40.55 - $49.87 $324 - $399
0 $0
ESRT
Empire State Realty Trust, Inc.

Real Estate
-53
Closed
$9.25 - $11.32 $490 - $600
0 $0
ENS
Ener Sys

Industrials
-4
Closed
$93.92 - $110.19 $376 - $441
0 $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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