Wr Wealth Planners, LLC RUNNING OAK EFFICIENT GROWTH ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Number of Shares
12,860
Previous 10,260 25.34%
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
BUY
N/A
2,600 Added 25.34%
12,860 $0
Q3 2024

Oct 17, 2024
BUY
N/A
735 Added 7.72%
10,260 $0
Q2 2024

Jul 31, 2024
BUY
N/A
3,625 Added 61.44%
9,525 $0
Q1 2024

Jul 31, 2024
BUY
N/A
5,900 New
5,900 $0
Q3 2023

Aug 01, 2024
SELL
N/A
-6,630 Reduced 69.61%
2,895 $73.6 Million
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