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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

DBX holding history

Dropbox, 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.

DBX overviewAll 13F holders of DBXFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of DBX by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−14−100.0%Sold outHolders
Q2 202414$315<0.1%00.0%UnchangedHolders
Q1 202414$340<0.1%+14NewHolders
Q4 20230$00.0%−1,714−100.0%Sold outHolders
Q3 20231,714$46.7K<0.1%00.0%UnchangedHolders
Q2 20231,714$45.7K<0.1%00.0%UnchangedHolders
Q1 20231,714$37.1K<0.1%+1,700+12,142.9%AddedHolders
Q4 202214$313<0.1%00.0%UnchangedHolders
Q3 202214$290<0.1%00.0%UnchangedHolders
Q2 202214$294<0.1%00.0%UnchangedHolders
Q1 202214$326<0.1%–No prior filingHolders