Wr Wealth Planners, LLC CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Number of Shares
1,133
Previous 2,657 57.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
N/A
-1,524 Reduced 57.36%
1,133 $0
Q3 2024

Oct 17, 2024
BUY
N/A
284 Added 11.97%
2,657 $0
Q2 2024

Jul 31, 2024
BUY
N/A
849 Added 55.71%
2,373 $0
Q1 2024

Jul 31, 2024
BUY
N/A
1,524 New
1,524 $0
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