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
$1.1B
$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%
$120B
$122,000 0.04% of portfolio
829
Q4 2024 Added 2.98%
$117B
$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%
$58.3B
$77,000 0.03% of portfolio
146
Q4 2024 Added 23.73%
$94.8B
$75,000 0.02% of portfolio
455
Q4 2024 Added 25.34%
$21.4B
$38,000 0.01% of portfolio
1,284
Q4 2024 Added 25.27%
$18.4B
$35,000 0.01% of portfolio
705
Q4 2024 Added 25.44%
$21.7B
$33,000 0.01% of portfolio
436
Q4 2024 Added 0.93%
$642M
$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%
$70.2B
$20,000 0.01% of portfolio
273
Q4 2024 Added 17.67%
$4.58B
$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%
$23.2B
$9,000 0.0% of portfolio
97
Q4 2024 Added 246.43%
$2.68B
$5,000 0.0% of portfolio
249
Q4 2024 Added 2.47%
$36.3B
$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%
$24.2B
$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%
$32B
$1,000 0.0% of portfolio
11
Q4 2024 Added 266.67%
$7.25B
$0 0.0% of portfolio
10
Q1 2024 New
$0
$0 0.0% of portfolio
21
Q1 2024 New
$4.15B
$0 0.0% of portfolio
7
Q1 2024 New
$0
$0 0.0% of portfolio
18
Q4 2024 Added 5.88%
$10.1B
$0 0.0% of portfolio
34
Q3 2024 New
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