WR Wealth Planners, LLC quarter change: Foreign Everything Else, Unchanged
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-09-30 to 2024-12-31, WR Wealth Planners, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was ORGANIGRAM HLDGS INC COM (-$3); the largest decrease was ORGANIGRAM HLDGS INC COM (-$3).
- ORGANIGRAM HLDGS INC COM: Country of operation —; Class Stock; Shares 2024-09-30 12; Shares 2024-12-31 12.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||