WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
DIA holding history
SPDR Dow Jones Industrial Average ETF 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.
DIA overviewAll 13F holders of DIAFull Q4 2024 holdings
- Shares (Q4 2024)
- 4
- Value
- $1.81K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 4 | $1.81K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4 | $1.80K | <0.1% | +4 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −41−100.0% | Sold out | Holders |
| Q1 2024 | 41 | $16.2K | <0.1% | +41 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −40−100.0% | Sold out | Holders |
| Q3 2023 | 40 | $13.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 40 | $13.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 40 | $13.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 40 | $13.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 40 | $11.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 40 | $12.2K | <0.1% | +1+2.6% | Added | Holders |
| Q1 2022 | 39 | $13.6K | <0.1% | – | No prior filing | Holders |