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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

ADM holding history

Archer-Daniels-Midland Co in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADM overviewAll 13F holders of ADMFull Q4 2024 holdings

Shares (Q4 2024)
1,268
Value
$64.1K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2022
Holdings of ADM by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20241,268$64.1K<0.1%−190−13.0%ReducedHolders
Q3 20241,458$87.1K<0.1%00.0%UnchangedHolders
Q2 20241,458$88.1K<0.1%+9+0.6%AddedHolders
Q1 20241,449$91.0K<0.1%+1,449NewHolders
Q4 20230$00.0%−1,318−100.0%Sold outHolders
Q3 20231,318$99.4K<0.1%+467+54.9%AddedHolders
Q2 2023851$64.3K<0.1%+801+1,602.0%AddedHolders
Q1 202350$3.98K<0.1%00.0%UnchangedHolders
Q4 202250$4.64K<0.1%00.0%UnchangedHolders
Q3 202250$4.02K<0.1%00.0%UnchangedHolders
Q2 202250$3.88K<0.1%00.0%UnchangedHolders
Q1 202250$4.51K<0.1%–No prior filingHolders