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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

BLW holding history

BlackRock Ltd Duration Income Trust 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.

BLW overviewAll 13F holders of BLWFull Q4 2024 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of BLW by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−154−100.0%Sold outHolders
Q2 2023154$1.98K<0.1%+3+2.0%AddedHolders
Q1 2023151$1.97K<0.1%+4+2.7%AddedHolders
Q4 2022147$1.93K<0.1%+3+2.1%AddedHolders
Q3 2022144$1.74K<0.1%+3+2.1%AddedHolders
Q2 2022141$1.78K<0.1%+3+2.2%AddedHolders
Q1 2022138$1.98K<0.1%–No prior filingHolders