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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

DAL holding history

Delta Air Lines, Inc. 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.

DAL overviewAll 13F holders of DALFull Q4 2024 holdings

Shares (Q4 2024)
456
Value
$27.6K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2022
Holdings of DAL by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024456$27.6K<0.1%+71+18.4%AddedHolders
Q3 2024385$19.6K<0.1%+2+0.5%AddedHolders
Q2 2024383$18.2K<0.1%+95+33.0%AddedHolders
Q1 2024288$13.8K<0.1%+288NewHolders
Q4 20230$00.0%−156−100.0%Sold outHolders
Q3 2023156$5.79K<0.1%+13+9.1%AddedHolders
Q2 2023143$6.81K<0.1%−72−33.5%ReducedHolders
Q1 2023215$7.51K<0.1%+215NewHolders
Q4 20220$00.0%−135−100.0%Sold outHolders
Q3 2022135$3.79K<0.1%+135NewHolders