WR Wealth Planners, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (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 1 positions, added to 5, reduced 13, sold out of 17 and left 18 unchanged. The largest increase in value was HDB (+$3,741); the largest decrease was ULXXXX (-$226,865).
- ULXXXX: Country of operation —; Class ADR; Shares 2024-09-30 15,947; Shares 2024-12-31 14,269.
- BUD: Country of operation —; Class ADR; Shares 2024-09-30 3,658; Shares 2024-12-31 1,460.
- ASML: Country of operation —; Class ADR; Shares 2024-09-30 76; Shares 2024-12-31 7.
- SHEL: Country of operation —; Class ADR; Shares 2024-09-30 953; Shares 2024-12-31 660.
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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