WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
EPD holding history
Enterprise Products Partners L.P. 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.
EPD overviewAll 13F holders of EPDFull Q4 2024 holdings
- Shares (Q4 2024)
- 10,200
- Value
- $319.9K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 10,200 | $319.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 10,200 | $296.9K | 0.1% | −4,400−30.1% | Reduced | Holders |
| Q2 2024 | 14,600 | $423.1K | 0.1% | −2,800−16.1% | Reduced | Holders |
| Q1 2024 | 17,400 | $507.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 17,400 | $458.5K | 0.2% | −1,000−5.4% | Reduced | Holders |
| Q3 2023 | 18,400 | $503.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 18,400 | $484.8K | 0.2% | −1,850−9.1% | Reduced | Holders |
| Q1 2023 | 20,250 | $524.5K | 0.2% | +20,250 | New | Holders |