Wr Wealth Planners, LLC Strategy Shs Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Oct 17, 2024	SELL	$19.94 - $24.21 $492,657 - $598,156	-24,707 Closed	0 $0
Q1 2022 Oct 17, 2024	BUY	$22.88 - $26.0 $565,296 - $642,382	24,707 New	24,707 $596 Million

Others Institutions Holding HNDL

# of Institutions

121

Shares Held

4.18M

Call Options Held

8K

Put Options Held

3.7K

Lpl Financial LLC Fort Mill, SC

790K
Shares

$16.6 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

455K
Shares

$9.59 Million
0.02% of portfolio
Kades & Cheifetz LLC Berwyn, PA

452K
Shares

$9.53 Million
4.93% of portfolio
Cambridge Investment Research Advisors, Inc.

371K
Shares

$7.82 Million
0.03% of portfolio
Private Advisor Group, LLC

134K
Shares

$2.83 Million
0.02% of portfolio

About STRATEGY SHS

Ticker HNDL
Sector ETFs
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