Wr Wealth Planners, LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Number of Shares
45,085
Previous 125,090 63.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
SELL
N/A
-80,005 Reduced 63.96%
45,085 $0
Q3 2024

Oct 17, 2024
SELL
N/A
-902 Reduced 0.72%
125,090 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-955 Reduced 0.75%
125,992 $0
Q1 2024

Jul 31, 2024
BUY
N/A
75,383 Added 146.19%
126,947 $0
Q4 2023

Jul 30, 2024
BUY
N/A
51,564 New
51,564 $0
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