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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

DLTR holding history

Dollar Tree, 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.

DLTR overviewAll 13F holders of DLTRFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of DLTR by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−7−100.0%Sold outHolders
Q2 20247$747<0.1%−17−70.8%ReducedHolders
Q1 202424$3.20K<0.1%+24NewHolders
Q4 20230$00.0%−15−100.0%Sold outHolders
Q3 202315$1.60K<0.1%00.0%UnchangedHolders
Q2 202315$2.15K<0.1%+15NewHolders
Q3 20220$00.0%−178−100.0%Sold outHolders
Q2 2022178$27.7K<0.1%00.0%UnchangedHolders
Q1 2022178$28.5K<0.1%–No prior filingHolders