Wr Wealth Planners, LLC Options Holdings

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,145
  • Current Value $318 Million
  • Prior Value $312 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 63 stocks
  • Additional Purchases 415 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 286 stocks
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email