Wr Wealth Planners, LLC Strategy Shs Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding HNDL
# of Institutions
121Shares Held
4.18MCall Options Held
8KPut Options Held
3.7K-
Lpl Financial LLC Fort Mill, SC790KShares$16.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO455KShares$9.64 Million0.02% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA452KShares$9.58 Million4.93% of portfolio
-
Cambridge Investment Research Advisors, Inc.371KShares$7.86 Million0.03% of portfolio
-
Private Advisor Group, LLC134KShares$2.85 Million0.02% of portfolio