Wr Wealth Planners, LLC Asset Management

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.09B
$336,000 0.11% of portfolio
7,990
Q4 2024 Added 11.9%
$0
$254,000 0.08% of portfolio
26,422
Q4 2024 Added 12.69%
$0
$203,000 0.07% of portfolio
8,553
Q1 2022 Reduced 94.06%
$0
$126,000 0.04% of portfolio
6,304
Q4 2024 Reduced 0.08%
$114B
$122,000 0.04% of portfolio
829
Q4 2024 Added 2.98%
$112B
$93,000 0.03% of portfolio
541
Q4 2024 Reduced 9.68%
$0
$80,000 0.03% of portfolio
4,000
Q3 2024 Reduced 23.08%
$56.6B
$77,000 0.03% of portfolio
146
Q4 2024 Added 23.73%
$90.3B
$75,000 0.02% of portfolio
455
Q4 2024 Added 25.34%
$21.5B
$38,000 0.01% of portfolio
1,284
Q4 2024 Added 25.27%
$18B
$35,000 0.01% of portfolio
705
Q4 2024 Added 25.44%
$21B
$33,000 0.01% of portfolio
436
Q4 2024 Added 0.93%
$640M
$21,000 0.01% of portfolio
1,000
Q4 2024 New
$0
$21,000 0.01% of portfolio
2,600
Q2 2022 Reduced 90.38%
$70.5B
$20,000 0.01% of portfolio
273
Q4 2024 Added 17.67%
$4.69B
$19,000 0.01% of portfolio
337
Q4 2024 Added 0.3%
$0
$15,000 0.0% of portfolio
837
Q4 2024 Added 3.46%
$0
$14,000 0.0% of portfolio
2,200
Q1 2024 New
$0
$10,000 0.0% of portfolio
500
Q2 2022 Added 1.82%
$23.5B
$9,000 0.0% of portfolio
97
Q4 2024 Added 246.43%
$2.73B
$5,000 0.0% of portfolio
249
Q4 2024 Added 2.47%
$36.2B
$3,000 0.0% of portfolio
40
Q4 2024 Added 60.0%
$0
$3,000 0.0% of portfolio
291
Q1 2024 New
$0
$2,000 0.0% of portfolio
230
Q2 2024 Added 98.28%
$24B
$2,000 0.0% of portfolio
18
Q3 2024 Added 12.5%
$0
$1,000 0.0% of portfolio
270
Q2 2022 Added 11.11%
$29.9B
$1,000 0.0% of portfolio
11
Q4 2024 Added 266.67%
$6.94B
$0 0.0% of portfolio
10
Q1 2024 New
$0
$0 0.0% of portfolio
21
Q1 2024 New
$4.1B
$0 0.0% of portfolio
7
Q1 2024 New
$0
$0 0.0% of portfolio
18
Q4 2024 Added 5.88%
$10.2B
$0 0.0% of portfolio
34
Q3 2024 New
Filter Shares Options
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