WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
CMS holding history
CMS Energy Corp 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.
CMS overviewAll 13F holders of CMSFull Q4 2024 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −35−100.0% | Sold out | Holders |
| Q3 2024 | 35 | $2.47K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 35 | $2.08K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 35 | $2.11K | <0.1% | +35 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −35−100.0% | Sold out | Holders |
| Q3 2023 | 35 | $1.86K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 35 | $2.06K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 35 | $2.15K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 35 | $2.22K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 35 | $2.04K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 35 | $2.36K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 35 | $2.45K | <0.1% | – | No prior filing | Holders |