WR Wealth Planners, LLC quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, WR Wealth Planners, LLC opened 3 positions, added to 3, reduced 5, sold out of 16 and left 9 unchanged. The largest increase in value was PENGUIN SOLUTIONS INC SHS (+$9,595); the largest decrease was APTIV PLC SHS (-$711,531).
- PENGUIN SOLUTIONS INC SHS: Country of operation —; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 500.
- REVELYST INC COM SHS: Country of operation United States; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 9.
- MOMENTUS INC CL A NEW: Country of operation United States; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 4.
Two Form 13F-HR filings compared (SEC CIK 2031978): 2024-09-30 (filed 2024-10-17) and 2024-12-31 (filed 2025-02-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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